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 | $96,964 | $37,245+160.3% | $94,993+2.1% | $77,958+24.4% |
| Participation rate | 99.1% | 56.5%+42.7pp | 73.9%+25.2pp | 71.6%+27.5pp |
| Annual return | 7.11% | 22.72%-15.6pp | 27.12%-20.0pp | 20.87%-13.8pp |
| Employer contribution / active EE | $7,771 | $894+769.1% | $2,603+198.5% | $2,310+236.3% |
| Participant deferral / active EE | $0 | $1,828-100.0% | $3,317-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $4,960-100.0% | $97-100.0% |