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 | $119,020 | $72,254+64.7% | $86,677+37.3% | $64,808+83.7% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -20.63% | 392.42%-413.0pp | 35.91%-56.5pp | 32.82%-53.4pp |
| Employer contribution / active EE | $3,020 | $2,393+26.2% | $2,836+6.5% | $2,506+20.5% |
| Participant deferral / active EE | $7,013 | $4,658+50.6% | $4,656+50.6% | $4,310+62.7% |
| Admin fee / account holder | $6 | $174-96.5% | $7,493-99.9% | $188-96.8% |