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 | $77,619 | $100,923-23.1% | $150,045-48.3% | $74,304+4.5% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.3%+13.3pp | 60.3%+35.2pp |
| Annual return | 9.54% | 51.77%-42.2pp | 62.55%-53.0pp | 29.43%-19.9pp |
| Employer contribution / active EE | $6,618 | $3,463+91.1% | $4,693+41.0% | $2,241+195.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |