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 | $207,570 | $104,475+98.7% | $159,436+30.2% | $79,386+161.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 11.40% | 67.95%-56.5pp | 263.57%-252.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $4,590 | $3,417+34.3% | $4,829-5.0% | $2,427+89.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.9% |