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 | $109,254 | $54,701+99.7% | $86,188+26.8% | $71,457+52.9% |
| Participation rate | 97.2% | 60.1%+37.1pp | 69.0%+28.3pp | 67.9%+29.3pp |
| Annual return | 11.94% | 20.06%-8.1pp | 1168.45%-1156.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $10,556 | $1,265+734.4% | $2,380+343.5% | $2,588+307.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $11 | $1,922-99.4% | $6,852-99.8% | $1,587-99.3% |