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 | $172,380 | $91,372+88.7% | $129,995+32.6% | $74,419+131.6% |
| Participation rate | 99.8% | 77.8%+22.0pp | 78.5%+21.3pp | 70.7%+29.1pp |
| Annual return | 14.61% | 23.21%-8.6pp | -137.18%+151.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,886 | $2,563-26.4% | $4,320-56.4% | $2,637-28.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $283-99.8% | $10,614-100.0% | $348-99.8% |