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 | $192,047 | $52,090+268.7% | $95,745+100.6% | $80,160+139.6% |
| Participation rate | 99.6% | 67.0%+32.6pp | 72.3%+27.3pp | 72.9%+26.6pp |
| Annual return | 15.64% | 23.29%-7.7pp | 28.35%-12.7pp | 40.38%-24.7pp |
| Employer contribution / active EE | $7,298 | $1,548+371.3% | $2,835+157.5% | $2,978+145.1% |
| Participant deferral / active EE | $0 | $3,266-100.0% | $4,245-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $5,678-100.0% | $145-100.0% |