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 5-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 | $133,352 | $104,475+27.6% | $159,436-16.4% | $79,386+68.0% |
| Participation rate | 98.5% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.8pp |
| Annual return | 9.26% | 67.95%-58.7pp | 263.57%-254.3pp | 116.85%-107.6pp |
| Employer contribution / active EE | $26,559 | $3,417+677.3% | $4,829+450.0% | $2,427+994.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |