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 4-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 | $188,055 | $79,171+137.5% | $102,423+83.6% | $74,495+152.4% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 4.99% | 54.93%-49.9pp | 29.32%-24.3pp | 1364.94%-1360.0pp |
| Employer contribution / active EE | $6,874 | $2,362+191.0% | $3,023+127.4% | $2,623+162.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,451-99.9% | $1,942-99.6% |