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 | $169,881 | $88,890+91.1% | $102,423+65.9% | $77,643+118.8% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+11.0pp |
| Annual return | 10.67% | 24.98%-14.3pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $8,382 | $2,698+210.7% | $3,023+177.3% | $2,726+207.5% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |