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 | $79,231 | $104,475-24.2% | $159,436-50.3% | $79,386-0.2% |
| Participation rate | 97.1% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.4pp |
| Annual return | 6.77% | 67.95%-61.2pp | 263.57%-256.8pp | 116.85%-110.1pp |
| Employer contribution / active EE | $3,552 | $3,417+4.0% | $4,829-26.5% | $2,427+46.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |