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 | $194,024 | $58,336+232.6% | $97,167+99.7% | $199,768-2.9% |
| Participation rate | 99.7% | 63.8%+35.9pp | 72.7%+27.0pp | 72.0%+27.7pp |
| Annual return | 5.24% | 32.81%-27.6pp | 75.27%-70.0pp | 34.26%-29.0pp |
| Employer contribution / active EE | $7,304 | $1,416+415.7% | $2,729+167.6% | $3,037+140.5% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,650-100.0% | $269-100.0% |