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 | $141,373 | $58,926+139.9% | $97,226+45.4% | $74,495+89.8% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | -4.49% | 16.04%-20.5pp | 75.13%-79.6pp | 1364.94%-1369.4pp |
| Employer contribution / active EE | $12,186 | $1,894+543.4% | $2,729+346.6% | $2,623+364.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,654-100.0% | $1,942-100.0% |