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 | $73,653 | $67,411+9.3% | $91,001-19.1% | $70,131+5.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -19.27% | -40.16%+20.9pp | 4.60%-23.9pp | 73.14%-92.4pp |
| Employer contribution / active EE | $8,866 | $1,786+396.4% | $2,456+261.1% | $2,342+278.5% |
| Participant deferral / active EE | $2,941 | $2,823+4.2% | $3,547-17.1% | $3,332-11.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |