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 | $111,284 | $66,124+68.3% | $90,404+23.1% | $73,488+51.4% |
| Participation rate | 96.0% | 69.7%+26.4pp | 72.7%+23.4pp | 70.7%+25.4pp |
| Annual return | 3.45% | 17.65%-14.2pp | 1293.02%-1289.6pp | 28.51%-25.1pp |
| Employer contribution / active EE | $666 | $2,346-71.6% | $3,262-79.6% | $2,270-70.7% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |