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 | $185,033 | $95,388+94.0% | $125,339+47.6% | $77,904+137.5% |
| Participation rate | 76.5% | 78.6%-2.1pp | 82.4%-5.9pp | 73.7%+2.8pp |
| Annual return | -20.41% | 116.19%-136.6pp | 572.05%-592.5pp | 12.21%-32.6pp |
| Employer contribution / active EE | $5,931 | $3,666+61.8% | $4,814+23.2% | $2,848+108.3% |
| Participant deferral / active EE | $12,154 | $7,711+57.6% | $7,446+63.2% | $4,806+152.9% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |