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 | $186,631 | $88,083+111.9% | $164,813+13.2% | $74,495+150.5% |
| Participation rate | 98.5% | 73.0%+25.5pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 8.02% | 17.26%-9.2pp | 69.93%-61.9pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $17,051 | $2,593+557.6% | $4,341+292.8% | $2,623+550.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |