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 7-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 | $199,446 | $65,365+205.1% | $92,893+114.7% | $72,985+173.3% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+24.9pp |
| Annual return | -30.34% | 42.10%-72.4pp | 109.41%-139.8pp | 81.00%-111.3pp |
| Employer contribution / active EE | $52,116 | $2,594+1909.0% | $3,653+1326.8% | $2,440+2036.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |