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 | $135,847 | $105,190+29.1% | $98,907+37.3% | $90,288+50.5% |
| Participation rate | 98.5% | 86.4%+12.1pp | 76.0%+22.4pp | 73.4%+25.1pp |
| Annual return | -3.76% | 18.52%-22.3pp | 196.43%-200.2pp | 53.97%-57.7pp |
| Employer contribution / active EE | $6,884 | $3,831+79.7% | $2,689+156.0% | $2,524+172.7% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,244-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |