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 8-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 | $107,086 | $66,601+60.8% | $92,893+15.3% | $67,579+58.5% |
| Participation rate | 84.1% | 72.5%+11.6pp | 76.0%+8.1pp | 71.3%+12.8pp |
| Annual return | 4.50% | 92.58%-88.1pp | 109.41%-104.9pp | 378.56%-374.1pp |
| Employer contribution / active EE | $4,461 | $2,775+60.7% | $3,653+22.1% | $2,148+107.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |