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 | $105,934 | $34,934+203.2% | $56,411+87.8% | $74,495+42.2% |
| Participation rate | 98.2% | 32.8%+65.4pp | 52.5%+45.7pp | 67.2%+31.0pp |
| Annual return | 0.91% | 25.94%-25.0pp | 1701.33%-1700.4pp | 1364.94%-1364.0pp |
| Employer contribution / active EE | $10,481 | $609+1620.9% | $1,039+909.1% | $2,623+299.6% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |