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 | $117,279 | $99,078+18.4% | $96,544+21.5% | $74,419+57.6% |
| Participation rate | 95.4% | 80.7%+14.7pp | 76.0%+19.4pp | 70.7%+24.7pp |
| Annual return | 4.89% | 22.48%-17.6pp | 25.84%-21.0pp | 34.38%-29.5pp |
| Employer contribution / active EE | $7,621 | $2,570+196.5% | $2,965+157.1% | $2,637+189.0% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |