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 | $123,758 | $58,644+111.0% | $177,989-30.5% | $199,593-38.0% |
| Participation rate | 99.6% | 65.5%+34.1pp | 77.1%+22.5pp | 72.0%+27.6pp |
| Annual return | 11.93% | 19.25%-7.3pp | 294.48%-282.6pp | 34.25%-22.3pp |
| Employer contribution / active EE | $7,966 | $1,801+342.2% | $3,949+101.8% | $3,034+162.5% |
| Participant deferral / active EE | $0 | $4,248-100.0% | $6,276-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $10,363-100.0% | $269-100.0% |