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 | $157,769 | $99,078+59.2% | $96,544+63.4% | $74,419+112.0% |
| Participation rate | 96.4% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.7pp |
| Annual return | 2.16% | 22.48%-20.3pp | 25.84%-23.7pp | 34.38%-32.2pp |
| Employer contribution / active EE | $11,687 | $2,570+354.7% | $2,965+294.2% | $2,637+343.1% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |