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 | $150,319 | $70,667+112.7% | $123,104+22.1% | $52,331+187.2% |
| Participation rate | 76.3% | 83.7%-7.4pp | 86.8%-10.5pp | 68.1%+8.2pp |
| Annual return | -14.99% | 6.23%-21.2pp | 13.22%-28.2pp | 4.54%-19.5pp |
| Employer contribution / active EE | $2,805 | $2,946-4.8% | $5,151-45.5% | $1,882+49.1% |
| Participant deferral / active EE | $9,153 | $4,493+103.7% | $6,230+46.9% | $3,022+202.9% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |