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 | $133,033 | $86,332+54.1% | $125,175+6.3% | $65,185+104.1% |
| Participation rate | 98.6% | 75.3%+23.3pp | 79.8%+18.9pp | 70.2%+28.4pp |
| Annual return | -8.67% | 27.43%-36.1pp | 43.79%-52.5pp | 29.38%-38.1pp |
| Employer contribution / active EE | $35,168 | $2,040+1624.2% | $3,865+809.8% | $2,177+1515.7% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |