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 | $174,993 | $52,886+230.9% | $109,895+59.2% | $93,030+88.1% |
| Participation rate | 89.0% | 66.4%+22.6pp | 74.2%+14.7pp | 73.9%+15.1pp |
| Annual return | 0.02% | 16.89%-16.9pp | 29.45%-29.4pp | 158.70%-158.7pp |
| Employer contribution / active EE | $11,881 | $1,248+851.7% | $2,842+318.0% | $2,706+339.1% |
| Participant deferral / active EE | $0 | $2,815-100.0% | $4,048-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $6,066-100.0% | $152-100.0% |