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 | $222,511 | $87,841+153.3% | $133,980+66.1% | $62,891+253.8% |
| Participation rate | 91.8% | 83.4%+8.4pp | 87.1%+4.7pp | 69.3%+22.5pp |
| Annual return | 4.38% | 12.05%-7.7pp | 29.30%-24.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $11,486 | $3,483+229.8% | $5,211+120.4% | $2,281+403.6% |
| Participant deferral / active EE | $11,292 | $4,812+134.7% | $6,282+79.8% | $3,203+252.5% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |