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 | $174,177 | $82,917+110.1% | $103,333+68.6% | $77,643+124.3% |
| Participation rate | 98.1% | 71.6%+26.5pp | 74.5%+23.5pp | 70.6%+27.5pp |
| Annual return | -6.45% | 19.13%-25.6pp | 24.88%-31.3pp | 31.24%-37.7pp |
| Employer contribution / active EE | $16,623 | $3,552+368.0% | $3,868+329.8% | $2,726+509.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |