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 | $159,785 | $100,227+59.4% | $169,993-6.0% | $74,419+114.7% |
| Participation rate | 90.9% | 87.3%+3.6pp | 87.0%+3.9pp | 70.7%+20.1pp |
| Annual return | 3.78% | 66.08%-62.3pp | 53.37%-49.6pp | 34.38%-30.6pp |
| Employer contribution / active EE | $4,893 | $4,263+14.8% | $6,785-27.9% | $2,637+85.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |