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 | $150,125 | $62,561+140.0% | $105,218+42.7% | $52,331+186.9% |
| Participation rate | 99.1% | 70.4%+28.7pp | 77.2%+21.8pp | 68.1%+31.0pp |
| Annual return | -15.53% | 8.71%-24.2pp | 5.33%-20.9pp | 4.54%-20.1pp |
| Employer contribution / active EE | $10,452 | $2,137+389.0% | $3,255+221.1% | $1,882+455.5% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |