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 | $106,789 | $79,519+34.3% | $95,952+11.3% | $73,409+45.5% |
| Participation rate | 96.4% | 81.2%+15.2pp | 77.1%+19.3pp | 72.2%+24.2pp |
| Annual return | -7.84% | 19.20%-27.0pp | 91.61%-99.5pp | 59.29%-67.1pp |
| Employer contribution / active EE | $6,548 | $2,048+219.8% | $2,541+157.7% | $2,234+193.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-99.9% |