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 6-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 | $188,077 | $59,839+214.3% | $81,983+129.4% | $79,858+135.5% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.2%+27.5pp | 69.6%+27.1pp |
| Annual return | -19.34% | 17.56%-36.9pp | 41.31%-60.6pp | 31.71%-51.1pp |
| Employer contribution / active EE | $23,408 | $1,713+1266.1% | $2,498+837.1% | $2,471+847.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |