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 | $244,971 | $64,119+282.1% | $112,228+118.3% | $66,914+266.1% |
| Participation rate | 80.7% | 68.5%+12.2pp | 75.1%+5.7pp | 69.8%+10.9pp |
| Annual return | -20.08% | -13.81%-6.3pp | 27.45%-47.5pp | 1.58%-21.7pp |
| Employer contribution / active EE | $7,495 | $3,005+149.4% | $3,635+106.2% | $2,544+194.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |