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 | $122,549 | $58,655+108.9% | $91,989+33.2% | $65,185+88.0% |
| Participation rate | 99.3% | 75.3%+24.0pp | 78.6%+20.7pp | 70.2%+29.1pp |
| Annual return | -40.27% | 33.92%-74.2pp | 69.02%-109.3pp | 29.38%-69.7pp |
| Employer contribution / active EE | $22,434 | $2,080+978.3% | $3,452+549.9% | $2,177+930.7% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |