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 | $109,053 | $38,595+182.6% | $80,004+36.3% | $52,331+108.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 73.0%+27.0pp | 68.1%+31.9pp |
| Annual return | -7.33% | 2.04%-9.4pp | 7.63%-15.0pp | 4.54%-11.9pp |
| Employer contribution / active EE | $8,186 | $1,133+622.5% | $2,473+231.1% | $1,882+335.0% |
| Participant deferral / active EE | $0 | $2,318-100.0% | $3,204-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $304-100.0% | $5,033-100.0% | $592-100.0% |