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 | $150,599 | $88,890+69.4% | $102,423+47.0% | $77,643+94.0% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.4pp | 70.6%+27.3pp |
| Annual return | -3.41% | 24.98%-28.4pp | 29.32%-32.7pp | 31.24%-34.6pp |
| Employer contribution / active EE | $12,458 | $2,698+361.8% | $3,023+312.1% | $2,726+357.0% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |