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 | $108,039 | $54,701+97.5% | $86,188+25.4% | $71,457+51.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -6.30% | 20.06%-26.4pp | 1168.45%-1174.7pp | 28.85%-35.1pp |
| Employer contribution / active EE | $2,924 | $1,265+131.1% | $2,380+22.8% | $2,588+13.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $12 | $1,922-99.4% | $6,852-99.8% | $1,587-99.2% |