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 8-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 | $117,130 | $86,332+35.7% | $125,175-6.4% | $65,185+79.7% |
| Participation rate | 92.4% | 75.3%+17.1pp | 79.8%+12.6pp | 70.2%+22.2pp |
| Annual return | 7.39% | 27.43%-20.0pp | 43.79%-36.4pp | 29.38%-22.0pp |
| Employer contribution / active EE | $16,302 | $2,040+699.2% | $3,865+321.8% | $2,177+649.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $609-99.7% | $9,702-100.0% | $847-99.8% |