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 | $100,824 | $78,422+28.6% | $95,952+5.1% | $79,858+26.3% |
| Participation rate | 85.6% | 73.5%+12.1pp | 77.1%+8.5pp | 69.6%+15.9pp |
| Annual return | -12.27% | 19.37%-31.6pp | 91.61%-103.9pp | 31.71%-44.0pp |
| Employer contribution / active EE | $12,046 | $1,945+519.3% | $2,541+374.1% | $2,471+387.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |