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 | $119,942 | $75,183+59.5% | $123,892-3.2% | $55,167+117.4% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.3pp |
| Annual return | -9.21% | 19.01%-28.2pp | 47.52%-56.7pp | 169.23%-178.4pp |
| Employer contribution / active EE | $17,769 | $2,823+529.3% | $4,617+284.9% | $1,963+805.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |