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 3-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 | $127,918 | $89,436+43.0% | $164,813-22.4% | $77,643+64.8% |
| Participation rate | 96.1% | 78.6%+17.5pp | 78.6%+17.5pp | 70.6%+25.6pp |
| Annual return | 8.01% | 28.83%-20.8pp | 69.93%-61.9pp | 31.24%-23.2pp |
| Employer contribution / active EE | $1,421 | $2,569-44.7% | $4,341-67.3% | $2,726-47.9% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |