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 | $46,948 | $99,957-53.0% | $149,696-68.6% | $73,488-36.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 6.28% | 53.87%-47.6pp | 276.60%-270.3pp | 28.51%-22.2pp |
| Employer contribution / active EE | $3,667 | $3,191+14.9% | $4,644-21.0% | $2,270+61.5% |
| Participant deferral / active EE | $4,204 | $6,073-30.8% | $6,842-38.6% | $3,740+12.4% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |