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 | $91,951 | $65,862+39.6% | $124,672-26.2% | $79,386+15.8% |
| Participation rate | 89.5% | 62.2%+27.3pp | 74.6%+14.9pp | 70.7%+18.8pp |
| Annual return | 10.57% | 19.02%-8.5pp | 5142.93%-5132.4pp | 116.85%-106.3pp |
| Employer contribution / active EE | $10,944 | $1,883+481.1% | $3,324+229.3% | $2,427+350.8% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,614-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,493-100.0% | $626-100.0% |