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 4-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 | $87,048 | $71,516+21.7% | $98,439-11.6% | $71,457+21.8% |
| Participation rate | 92.5% | 72.7%+19.8pp | 75.2%+17.3pp | 67.9%+24.5pp |
| Annual return | -1.60% | 32.41%-34.0pp | 21.16%-22.8pp | 28.85%-30.4pp |
| Employer contribution / active EE | $15,952 | $2,399+565.0% | $3,048+423.3% | $2,588+516.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |