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 | $74,818 | $86,225-13.2% | $146,665-49.0% | $86,799-13.8% |
| Participation rate | 98.9% | 78.0%+20.9pp | 80.1%+18.9pp | 72.3%+26.6pp |
| Annual return | 9.82% | 31.23%-21.4pp | 22.74%-12.9pp | 97.91%-88.1pp |
| Employer contribution / active EE | $9,498 | $2,392+297.1% | $4,136+129.6% | $2,405+294.9% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |