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 | $77,623 | $54,193+43.2% | $93,606-17.1% | $77,6430% |
| Participation rate | 97.1% | 63.9%+33.2pp | 68.7%+28.4pp | 70.6%+26.6pp |
| Annual return | 5.11% | 30.54%-25.4pp | 133.20%-128.1pp | 31.24%-26.1pp |
| Employer contribution / active EE | $6,405 | $1,168+448.4% | $2,420+164.7% | $2,726+135.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |