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 5-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 | $104,981 | $59,263+77.1% | $96,562+8.7% | $79,386+32.2% |
| Participation rate | 96.7% | 61.9%+34.8pp | 69.8%+26.9pp | 70.7%+26.0pp |
| Annual return | 6.80% | 27.07%-20.3pp | 37.78%-31.0pp | 116.85%-110.0pp |
| Employer contribution / active EE | $6,586 | $1,216+441.7% | $2,356+179.5% | $2,427+171.3% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $9 | $658-98.6% | $6,181-99.8% | $626-98.5% |