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 | $157,988 | $88,890+77.7% | $102,423+54.3% | $77,643+103.5% |
| Participation rate | 99.4% | 80.9%+18.4pp | 76.5%+22.9pp | 70.6%+28.8pp |
| Annual return | -1.01% | 24.98%-26.0pp | 29.32%-30.3pp | 31.24%-32.2pp |
| Employer contribution / active EE | $16,181 | $2,698+499.8% | $3,023+435.2% | $2,726+493.6% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $235-99.7% | $9,451-100.0% | $430-99.9% |