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 | $81,361 | $55,453+46.7% | $170,442-52.3% | $62,292+30.6% |
| Participation rate | 83.7% | 66.4%+17.4pp | 83.6%+0.1pp | 69.5%+14.2pp |
| Annual return | 7.48% | 21.38%-13.9pp | 205.93%-198.4pp | 28.90%-21.4pp |
| Employer contribution / active EE | $3,780 | $2,164+74.7% | $5,433-30.4% | $2,042+85.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $455-99.2% | $13,880-100.0% | $479-99.2% |