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 | $212,430 | $96,484+120.2% | $156,263+35.9% | $74,304+185.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 12.38% | 17.73%-5.3pp | 59.47%-47.1pp | 29.43%-17.1pp |
| Employer contribution / active EE | $15,358 | $2,528+507.4% | $4,333+254.4% | $2,241+585.3% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5 | $3,728-99.9% | $14,255-100.0% | $2,969-99.8% |