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 | $73,357 | $48,795+50.3% | $65,493+12.0% | $84,808-13.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.44% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,800 | $1,930-6.7% | $2,574-30.1% | $2,631-31.6% |
| Participant deferral / active EE | $3,654 | $2,928+24.8% | $3,961-7.8% | $4,212-13.2% |
| Admin fee / account holder | $1 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |