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 | $45,005 | $88,122-48.9% | $141,162-68.1% | $67,579-33.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 2.99% | 75.40%-72.4pp | 71.39%-68.4pp | 378.56%-375.6pp |
| Employer contribution / active EE | $3,572 | $3,224+10.8% | $4,735-24.6% | $2,148+66.3% |
| Participant deferral / active EE | $4,149 | $5,958-30.4% | $6,709-38.2% | $3,539+17.2% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |