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 | $85,963 | $35,600+141.5% | $87,507-1.8% | $63,975+34.4% |
| Participation rate | 100.0% | 56.1%+43.9pp | 73.8%+26.2pp | 71.1%+28.9pp |
| Annual return | -16.21% | 17.86%-34.1pp | 12.21%-28.4pp | 48.65%-64.9pp |
| Employer contribution / active EE | $8,649 | $854+913.0% | $2,550+239.2% | $2,182+296.5% |
| Participant deferral / active EE | $0 | $1,660-100.0% | $3,149-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $4,221-100.0% | $70-100.0% |