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 | $236,804 | $100,923+134.6% | $150,045+57.8% | $74,304+218.7% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.3%+16.1pp | 60.3%+38.1pp |
| Annual return | 13.52% | 51.77%-38.2pp | 62.55%-49.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $5,296 | $3,463+52.9% | $4,693+12.8% | $2,241+136.3% |
| Participant deferral / active EE | $6,292 | $6,709-6.2% | $7,997-21.3% | $3,767+67.0% |
| Admin fee / account holder | $200 | $2,767-92.8% | $13,435-98.5% | $2,969-93.3% |