See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,320 | $80,724+80.0% | $103,333+40.6% | $74,495+95.1% |
| Participation rate | 86.7% | 65.7%+21.0pp | 74.5%+12.2pp | 67.2%+19.5pp |
| Annual return | 9.81% | 27.56%-17.8pp | 24.88%-15.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $6,648 | $3,157+110.6% | $3,868+71.9% | $2,623+153.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.8% |