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 | $131,687 | $65,376+101.4% | $87,100+51.2% | $65,185+102.0% |
| Participation rate | 98.3% | 75.3%+23.0pp | 76.9%+21.4pp | 70.2%+28.1pp |
| Annual return | 16.32% | 31.27%-14.9pp | 28.19%-11.9pp | 29.38%-13.1pp |
| Employer contribution / active EE | $9,108 | $1,822+399.8% | $2,521+261.2% | $2,177+318.4% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |