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 | $110,311 | $108,549+1.6% | $156,263-29.4% | $85,563+28.9% |
| Participation rate | 98.6% | 77.1%+21.5pp | 78.9%+19.7pp | 66.0%+32.6pp |
| Annual return | 9.60% | 21.79%-12.2pp | 59.47%-49.9pp | 31.51%-21.9pp |
| Employer contribution / active EE | $5,072 | $2,690+88.6% | $4,333+17.1% | $2,654+91.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |