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 | $97,952 | $49,138+99.3% | $84,015+16.6% | $65,185+50.3% |
| Participation rate | 98.8% | 60.7%+38.0pp | 69.0%+29.8pp | 70.2%+28.6pp |
| Annual return | 15.50% | 23.00%-7.5pp | 71.31%-55.8pp | 29.38%-13.9pp |
| Employer contribution / active EE | $6,779 | $914+641.9% | $1,983+241.8% | $2,177+211.5% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |