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 | $203,257 | $49,138+313.6% | $84,015+141.9% | $65,185+211.8% |
| Participation rate | 99.2% | 60.7%+38.4pp | 69.0%+30.2pp | 70.2%+29.0pp |
| Annual return | 14.98% | 23.00%-8.0pp | 71.31%-56.3pp | 29.38%-14.4pp |
| Employer contribution / active EE | $15,325 | $914+1577.2% | $1,983+672.7% | $2,177+604.1% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |