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 | $244,107 | $101,724+140.0% | $164,813+48.1% | $80,856+201.9% |
| Participation rate | 99.0% | 71.8%+27.1pp | 78.6%+20.4pp | 67.6%+31.3pp |
| Annual return | 6.59% | 16.72%-10.1pp | 69.93%-63.3pp | 35.59%-29.0pp |
| Employer contribution / active EE | $20,303 | $2,953+587.4% | $4,341+367.7% | $2,755+637.0% |
| 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% |