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 4-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 | $248,447 | $79,171+213.8% | $102,423+142.6% | $74,495+233.5% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 8.32% | 54.93%-46.6pp | 29.32%-21.0pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $3,385 | $2,362+43.3% | $3,023+12.0% | $2,623+29.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |