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 | $162,944 | $95,880+69.9% | $107,525+51.5% | $85,563+90.4% |
| Participation rate | 99.5% | 70.1%+29.4pp | 75.1%+24.4pp | 66.0%+33.5pp |
| Annual return | -4.16% | 68.06%-72.2pp | 181.32%-185.5pp | 31.51%-35.7pp |
| Employer contribution / active EE | $3,112 | $3,812-18.4% | $3,754-17.1% | $2,654+17.3% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $4 | $1,025-99.6% | $8,919-100.0% | $834-99.5% |