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 | $173,527 | $99,078+75.1% | $96,544+79.7% | $74,419+133.2% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.4pp | 70.7%+28.6pp |
| Annual return | 3.22% | 22.48%-19.3pp | 25.84%-22.6pp | 34.38%-31.2pp |
| Employer contribution / active EE | $20,942 | $2,570+714.8% | $2,965+606.3% | $2,637+694.1% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $225-99.7% | $8,252-100.0% | $348-99.8% |