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 | $156,237 | $82,783+88.7% | $133,956+16.6% | $90,288+73.0% |
| Participation rate | 99.4% | 81.3%+18.1pp | 79.8%+19.5pp | 73.4%+26.0pp |
| Annual return | 1.92% | 21.89%-20.0pp | 45.09%-43.2pp | 53.97%-52.0pp |
| Employer contribution / active EE | $6,321 | $2,388+164.7% | $3,919+61.3% | $2,524+150.4% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,048-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,927-100.0% | $114-100.0% |