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 10-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 | $178,334 | $54,517+227.1% | $75,972+134.7% | $74,495+139.4% |
| Participation rate | 97.8% | 60.3%+37.5pp | 69.1%+28.7pp | 67.2%+30.6pp |
| Annual return | -2.48% | 31.82%-34.3pp | 359.55%-362.0pp | 1364.94%-1367.4pp |
| Employer contribution / active EE | $14,616 | $1,777+722.4% | $2,685+444.4% | $2,623+457.2% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |