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 | $118,114 | $40,174+194.0% | $84,015+40.6% | $67,579+74.8% |
| Participation rate | 99.9% | 62.7%+37.2pp | 69.0%+30.9pp | 71.3%+28.6pp |
| Annual return | 11.77% | 25.82%-14.0pp | 71.31%-59.5pp | 378.56%-366.8pp |
| Employer contribution / active EE | $5,450 | $808+574.8% | $1,983+174.8% | $2,148+153.7% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $9 | $128-92.8% | $6,101-99.8% | $142-93.5% |