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 | $77,109 | $55,453+39.1% | $170,442-54.8% | $62,292+23.8% |
| Participation rate | 92.2% | 66.4%+25.9pp | 83.6%+8.6pp | 69.5%+22.7pp |
| Annual return | 3.61% | 21.38%-17.8pp | 205.93%-202.3pp | 28.90%-25.3pp |
| Employer contribution / active EE | $13,599 | $2,164+528.5% | $5,433+150.3% | $2,042+565.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |