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 | $179,655 | $78,275+129.5% | $109,143+64.6% | $86,799+107.0% |
| Participation rate | 99.3% | 73.8%+25.5pp | 75.9%+23.4pp | 72.3%+27.0pp |
| Annual return | 1.66% | 19.14%-17.5pp | 25.75%-24.1pp | 97.91%-96.2pp |
| Employer contribution / active EE | $8,870 | $3,105+185.7% | $3,722+138.3% | $2,405+268.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |