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 | $77,752 | $36,767+111.5% | $81,478-4.6% | $62,292+24.8% |
| Participation rate | 96.6% | 54.4%+42.2pp | 68.0%+28.7pp | 69.5%+27.1pp |
| Annual return | 5.96% | 173.80%-167.8pp | 38.78%-32.8pp | 28.90%-22.9pp |
| Employer contribution / active EE | $9,984 | $1,128+784.9% | $2,568+288.8% | $2,042+388.9% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |