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 | $221,256 | $77,660+184.9% | $109,143+102.7% | $79,386+178.7% |
| Participation rate | 97.1% | 67.8%+29.3pp | 75.9%+21.2pp | 70.7%+26.4pp |
| Annual return | 10.13% | 23.44%-13.3pp | 25.75%-15.6pp | 116.85%-106.7pp |
| Employer contribution / active EE | $12,605 | $2,797+350.6% | $3,722+238.7% | $2,427+419.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |