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 | $98,357 | $64,286+53.0% | $90,951+8.1% | $73,409+34.0% |
| Participation rate | 99.0% | 63.6%+35.4pp | 69.0%+30.0pp | 72.2%+26.8pp |
| Annual return | -1.53% | 21.45%-23.0pp | 134.60%-136.1pp | 59.29%-60.8pp |
| Employer contribution / active EE | $9,833 | $895+999.3% | $2,122+363.4% | $2,234+340.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |