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 9-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 | $159,855 | $71,050+125.0% | $93,606+70.8% | $80,856+97.7% |
| Participation rate | 97.8% | 60.4%+37.3pp | 68.7%+29.0pp | 67.6%+30.1pp |
| Annual return | 8.21% | 11.26%-3.0pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $3,342 | $1,564+113.8% | $2,420+38.1% | $2,755+21.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |