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 | $9,595 | $29,660-67.7% | $56,411-83.0% | $80,856-88.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 4.81% | 35.23%-30.4pp | 1701.33%-1696.5pp | 35.59%-30.8pp |
| Employer contribution / active EE | $1,649 | $669+146.4% | $1,039+58.8% | $2,755-40.1% |
| Participant deferral / active EE | $888 | $1,226-27.6% | $1,952-54.5% | $4,296-79.3% |
| Admin fee / account holder | $77 | $2,428-96.8% | $2,829-97.3% | $6,918-98.9% |