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 | $83,501 | $48,064+73.7% | $78,778+6.0% | $69,631+19.9% |
| Participation rate | 99.1% | 61.6%+37.5pp | 69.2%+29.9pp | 70.7%+28.4pp |
| Annual return | 12.50% | 21.81%-9.3pp | 35.62%-23.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $7,027 | $744+845.1% | $1,986+253.9% | $2,032+245.8% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-99.8% | $5,134-100.0% | $110-99.7% |