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 5-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 | $100,282 | $89,436+12.1% | $164,813-39.2% | $77,643+29.2% |
| Participation rate | 96.6% | 78.6%+18.0pp | 78.6%+18.0pp | 70.6%+26.0pp |
| Annual return | 9.38% | 28.83%-19.4pp | 69.93%-60.5pp | 31.24%-21.9pp |
| Employer contribution / active EE | $3,336 | $2,569+29.9% | $4,341-23.1% | $2,726+22.4% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |