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 | $93,342 | $52,953+76.3% | $172,739-46.0% | $65,185+43.2% |
| Participation rate | 96.8% | 66.2%+30.6pp | 82.6%+14.2pp | 70.2%+26.6pp |
| Annual return | 4.56% | 30.12%-25.6pp | 802.84%-798.3pp | 29.38%-24.8pp |
| Employer contribution / active EE | $7,489 | $2,190+242.0% | $5,143+45.6% | $2,177+244.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |