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 3-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 | $179,691 | $86,944+106.7% | $107,525+67.1% | $74,304+141.8% |
| Participation rate | 99.3% | 59.6%+39.8pp | 75.1%+24.2pp | 60.3%+39.0pp |
| Annual return | -2.43% | 23.52%-26.0pp | 181.32%-183.8pp | 29.43%-31.9pp |
| Employer contribution / active EE | $27,990 | $2,757+915.3% | $3,754+645.7% | $2,241+1148.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |