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 | $130,693 | $73,638+77.5% | $95,952+36.2% | $73,488+77.8% |
| Participation rate | 99.5% | 76.2%+23.4pp | 77.1%+22.4pp | 70.7%+28.8pp |
| Annual return | 8.62% | 16.78%-8.2pp | 91.61%-83.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $3,590 | $1,863+92.7% | $2,541+41.3% | $2,270+58.1% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |