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 7-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 | $202,751 | $78,485+158.3% | $106,213+90.9% | $74,495+172.2% |
| Participation rate | 78.8% | 72.8%+6.0pp | 75.3%+3.5pp | 67.2%+11.6pp |
| Annual return | 7.63% | 15.95%-8.3pp | 116.14%-108.5pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $1,267 | $2,523-49.8% | $3,171-60.1% | $2,623-51.7% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |