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 | $225,456 | $51,466+338.1% | $78,778+186.2% | $62,292+261.9% |
| Participation rate | 98.0% | 59.8%+38.2pp | 69.2%+28.8pp | 69.5%+28.5pp |
| Annual return | 6.90% | 19.96%-13.1pp | 35.62%-28.7pp | 28.90%-22.0pp |
| Employer contribution / active EE | $13,453 | $827+1526.2% | $1,986+577.5% | $2,042+558.7% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |