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 | $208,467 | $84,993+145.3% | $129,995+60.4% | $80,160+160.1% |
| Participation rate | 98.8% | 79.5%+19.3pp | 78.5%+20.3pp | 72.9%+25.8pp |
| Annual return | 4.72% | 23.76%-19.0pp | -137.18%+141.9pp | 40.38%-35.7pp |
| Employer contribution / active EE | $11,370 | $3,051+272.7% | $4,320+163.2% | $2,978+281.8% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,614-100.0% | $145-100.0% |