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 | $69,155 | $65,390+5.8% | $169,368-59.2% | $71,457-3.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 15.01% | 21.31%-6.3pp | 405.60%-390.6pp | 28.85%-13.8pp |
| Employer contribution / active EE | $3,414 | $2,079+64.2% | $4,013-14.9% | $2,588+31.9% |
| Participant deferral / active EE | $6,765 | $4,367+54.9% | $6,221+8.7% | $4,289+57.7% |
| Admin fee / account holder | $244 | $1,324-81.6% | $9,003-97.3% | $1,587-84.6% |