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 | $108,822 | $54,701+98.9% | $86,188+26.3% | $71,457+52.3% |
| Participation rate | 97.5% | 60.1%+37.4pp | 69.0%+28.6pp | 67.9%+29.6pp |
| Annual return | -0.62% | 20.06%-20.7pp | 1168.45%-1169.1pp | 28.85%-29.5pp |
| Employer contribution / active EE | $8,194 | $1,265+547.7% | $2,380+244.3% | $2,588+216.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $9 | $1,922-99.5% | $6,852-99.9% | $1,587-99.4% |