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 | $124,955 | $119,446+4.6% | $150,045-16.7% | $85,563+46.0% |
| Participation rate | 94.4% | 75.4%+19.0pp | 82.3%+12.1pp | 66.0%+28.4pp |
| Annual return | 8.67% | 23.72%-15.1pp | 62.55%-53.9pp | 31.51%-22.8pp |
| Employer contribution / active EE | $11,255 | $4,078+176.0% | $4,693+139.8% | $2,654+324.1% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |