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 | $146,863 | $86,944+68.9% | $107,525+36.6% | $74,304+97.7% |
| Participation rate | 98.3% | 59.6%+38.7pp | 75.1%+23.2pp | 60.3%+37.9pp |
| Annual return | 8.63% | 23.52%-14.9pp | 181.32%-172.7pp | 29.43%-20.8pp |
| Employer contribution / active EE | $14,073 | $2,757+410.5% | $3,754+274.9% | $2,241+527.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |