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 5-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 | $57,773 | $93,571-38.3% | $135,903-57.5% | $75,163-23.1% |
| Participation rate | 98.9% | 75.2%+23.8pp | 81.9%+17.0pp | 67.2%+31.8pp |
| Annual return | 14.15% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $6,526 | $3,537+84.5% | $4,856+34.4% | $2,670+144.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |