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 | $134,044 | $40,385+231.9% | $80,569+66.4% | $74,419+80.1% |
| Participation rate | 97.8% | 47.4%+50.3pp | 67.0%+30.8pp | 70.7%+27.0pp |
| Annual return | 9.32% | 164.85%-155.5pp | 935.43%-926.1pp | 34.38%-25.1pp |
| Employer contribution / active EE | $9,474 | $1,496+533.2% | $2,723+247.9% | $2,637+259.2% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |