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 | $209,232 | $100,923+107.3% | $150,045+39.4% | $74,304+181.6% |
| Participation rate | 91.8% | 70.1%+21.7pp | 82.3%+9.5pp | 60.3%+31.5pp |
| Annual return | 14.08% | 51.77%-37.7pp | 62.55%-48.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $10,290 | $3,463+197.1% | $4,693+119.3% | $2,241+359.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |