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 | $81,115 | $73,404+10.5% | $87,100-6.9% | $67,579+20.0% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 10.27% | 48.29%-38.0pp | 28.19%-17.9pp | 378.56%-368.3pp |
| Employer contribution / active EE | $3,360 | $2,014+66.9% | $2,521+33.3% | $2,148+56.5% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |