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 | $224,941 | $84,556+166.0% | $116,228+93.5% | $74,304+202.7% |
| Participation rate | 99.1% | 66.0%+33.0pp | 74.6%+24.5pp | 60.3%+38.7pp |
| Annual return | 12.67% | 18.35%-5.7pp | 90.06%-77.4pp | 29.43%-16.8pp |
| Employer contribution / active EE | $10,219 | $2,168+371.4% | $2,994+241.3% | $2,241+356.0% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,792-100.0% | $11,989-100.0% | $2,969-100.0% |