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 | $191,639 | $34,934+448.6% | $56,411+239.7% | $74,495+157.3% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 6.51% | 25.94%-19.4pp | 1701.33%-1694.8pp | 1364.94%-1358.4pp |
| Employer contribution / active EE | $5,625 | $609+823.5% | $1,039+441.5% | $2,623+114.4% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |