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 | $87,476 | $101,724-14.0% | $164,813-46.9% | $80,856+8.2% |
| Participation rate | 98.8% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 4.28% | 16.72%-12.4pp | 69.93%-65.7pp | 35.59%-31.3pp |
| Employer contribution / active EE | $9,525 | $2,953+222.5% | $4,341+119.4% | $2,755+245.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |