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 7-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 | $113,542 | $104,475+8.7% | $159,436-28.8% | $79,386+43.0% |
| Participation rate | 95.1% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.4pp |
| Annual return | 4.98% | 67.95%-63.0pp | 263.57%-258.6pp | 116.85%-111.9pp |
| Employer contribution / active EE | $6,711 | $3,417+96.4% | $4,829+39.0% | $2,427+176.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |