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 7-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 | $90,558 | $86,944+4.2% | $107,525-15.8% | $74,304+21.9% |
| Participation rate | 97.0% | 59.6%+37.5pp | 75.1%+22.0pp | 60.3%+36.7pp |
| Annual return | -22.71% | 23.52%-46.2pp | 181.32%-204.0pp | 29.43%-52.1pp |
| Employer contribution / active EE | $7,838 | $2,757+184.3% | $3,754+108.8% | $2,241+249.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $18 | $3,727-99.5% | $8,919-99.8% | $2,969-99.4% |