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 | $172,159 | $77,660+121.7% | $109,143+57.7% | $79,386+116.9% |
| Participation rate | 98.1% | 67.8%+30.3pp | 75.9%+22.2pp | 70.7%+27.4pp |
| Annual return | 7.85% | 23.44%-15.6pp | 25.75%-17.9pp | 116.85%-109.0pp |
| Employer contribution / active EE | $9,529 | $2,797+240.6% | $3,722+156.0% | $2,427+292.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $102 | $732-86.0% | $6,752-98.5% | $626-83.6% |