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.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,113 | $55,415+216.0% | $155,509+12.6% | $74,495+135.1% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 2.97% | 268.50%-265.5pp | 64.67%-61.7pp | 1364.94%-1362.0pp |
| Employer contribution / active EE | $20,449 | $2,267+802.0% | $4,672+337.6% | $2,623+679.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |