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 | $114,364 | $66,051+73.1% | $92,893+23.1% | $77,787+47.0% |
| Participation rate | 97.7% | 81.0%+16.7pp | 76.0%+21.7pp | 73.2%+24.5pp |
| Annual return | 4.64% | 20.69%-16.0pp | 109.41%-104.8pp | 32.57%-27.9pp |
| Employer contribution / active EE | $6,506 | $3,426+89.9% | $3,653+78.1% | $2,504+159.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,794-100.0% | $100-100.0% |