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 9-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 | $174,435 | $101,317+72.2% | $146,958+18.7% | $74,495+134.2% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | -7.11% | 8730.91%-8738.0pp | 418.34%-425.4pp | 1364.94%-1372.0pp |
| Employer contribution / active EE | $14,459 | $3,810+279.5% | $4,933+193.1% | $2,623+451.3% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |