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 | $108,110 | $56,897+90.0% | $84,750+27.6% | $62,891+71.9% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | -1.35% | 6.30%-7.7pp | 22.78%-24.1pp | 20.14%-21.5pp |
| Employer contribution / active EE | $13,440 | $2,400+460.1% | $3,574+276.0% | $2,281+489.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $30 | $3,581-99.2% | $5,332-99.4% | $4,296-99.3% |