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 | $136,588 | $91,407+49.4% | $135,903+0.5% | $71,457+91.1% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 16.06% | 29.90%-13.8pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $10,242 | $3,703+176.6% | $4,856+110.9% | $2,588+295.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $24 | $1,266-98.1% | $10,762-99.8% | $1,587-98.5% |