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 | $172,047 | $67,984+153.1% | $65,493+162.7% | $74,304+131.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 10.81% | 19.87%-9.1pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $8,916 | $2,491+257.9% | $2,574+246.4% | $2,241+297.8% |
| Participant deferral / active EE | $13,625 | $3,346+307.2% | $3,961+244.0% | $3,767+261.7% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |