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 | $125,432 | $73,404+70.9% | $87,100+44.0% | $67,579+85.6% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.9%+19.6pp | 71.3%+25.2pp |
| Annual return | 13.69% | 48.29%-34.6pp | 28.19%-14.5pp | 378.56%-364.9pp |
| Employer contribution / active EE | $6,672 | $2,014+231.3% | $2,521+164.6% | $2,148+210.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-99.8% | $7,497-100.0% | $142-99.8% |