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 6-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 | $122,869 | $86,944+41.3% | $107,525+14.3% | $74,304+65.4% |
| Participation rate | 98.8% | 59.6%+39.2pp | 75.1%+23.7pp | 60.3%+38.4pp |
| Annual return | 11.46% | 23.52%-12.1pp | 181.32%-169.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $2,974 | $2,757+7.9% | $3,754-20.8% | $2,241+32.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5 | $3,727-99.9% | $8,919-99.9% | $2,969-99.8% |