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 8-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 | $60,822 | $52,660+15.5% | $86,612-29.8% | $80,160-24.1% |
| Participation rate | 98.6% | 62.4%+36.2pp | 71.7%+26.9pp | 72.9%+25.7pp |
| Annual return | 10.35% | 24.87%-14.5pp | 591.07%-580.7pp | 40.38%-30.0pp |
| Employer contribution / active EE | $8,352 | $2,140+290.3% | $3,022+176.3% | $2,978+180.5% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $5,614-100.0% | $145-100.0% |