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 | $136,981 | $54,193+152.8% | $93,606+46.3% | $77,643+76.4% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | -6.12% | 30.54%-36.7pp | 133.20%-139.3pp | 31.24%-37.4pp |
| Employer contribution / active EE | $4,537 | $1,168+288.4% | $2,420+87.5% | $2,726+66.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $576-99.7% | $8,285-100.0% | $430-99.6% |