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 | $82,036 | $59,535+37.8% | $90,160-9.0% | $62,292+31.7% |
| Participation rate | 99.2% | 73.0%+26.2pp | 76.9%+22.3pp | 69.5%+29.7pp |
| Annual return | -2.79% | 23.53%-26.3pp | 34.88%-37.7pp | 28.90%-31.7pp |
| Employer contribution / active EE | $24,000 | $1,826+1214.6% | $3,318+623.3% | $2,042+1075.2% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,288-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |