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 | $90,878 | $51,620+76.1% | $90,281+0.7% | $65,185+39.4% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.8pp | 70.2%+27.9pp |
| Annual return | -3.34% | 24.94%-28.3pp | 78.10%-81.4pp | 29.38%-32.7pp |
| Employer contribution / active EE | $8,642 | $2,235+286.8% | $2,854+202.8% | $2,177+297.1% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $384-99.9% | $5,351-100.0% | $847-99.9% |