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 10-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 | $188,145 | $55,636+238.2% | $81,983+129.5% | $73,488+156.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | -13.82% | 19.07%-32.9pp | 41.31%-55.1pp | 28.51%-42.3pp |
| Employer contribution / active EE | $17,686 | $1,625+988.7% | $2,498+608.0% | $2,270+679.1% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |