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 8-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 | $214,077 | $27,915+666.9% | $58,482+266.1% | $75,163+184.8% |
| Participation rate | 98.9% | 38.8%+60.1pp | 50.9%+48.1pp | 67.2%+31.8pp |
| Annual return | 3.44% | 44.20%-40.8pp | 4239.32%-4235.9pp | 160.62%-157.2pp |
| Employer contribution / active EE | $13,449 | $669+1910.2% | $1,053+1176.9% | $2,670+403.7% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |