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 | $192,216 | $63,114+204.6% | $92,893+106.9% | $65,185+194.9% |
| Participation rate | 94.4% | 68.8%+25.6pp | 76.0%+18.4pp | 70.2%+24.2pp |
| Annual return | -15.35% | 28.75%-44.1pp | 109.41%-124.8pp | 29.38%-44.7pp |
| Employer contribution / active EE | $22,167 | $2,571+762.3% | $3,653+506.9% | $2,177+918.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |