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 | $143,121 | $99,078+44.5% | $96,544+48.2% | $74,419+92.3% |
| Participation rate | 99.8% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.0pp |
| Annual return | 9.74% | 22.48%-12.7pp | 25.84%-16.1pp | 34.38%-24.6pp |
| Employer contribution / active EE | $14,455 | $2,570+462.4% | $2,965+387.5% | $2,637+448.1% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $225-99.3% | $8,252-100.0% | $348-99.6% |