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 | $112,599 | $72,770+54.7% | $67,652+66.4% | $55,191+104.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -3.44% | -3.26%-0.2pp | 6625.04%-6628.5pp | 10.78%-14.2pp |
| Employer contribution / active EE | $5,606 | $1,769+216.8% | $2,266+147.4% | $1,899+195.2% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-99.8% | $4,821-100.0% | $91-99.8% |