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 | $59,595 | $77,899-23.5% | $149,673-60.2% | $75,163-20.7% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 13.11% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $5,424 | $3,137+72.9% | $4,818+12.6% | $2,670+103.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |