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 | $151,764 | $73,404+106.8% | $87,100+74.2% | $67,579+124.6% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.9%+22.9pp | 71.3%+28.5pp |
| Annual return | 16.61% | 48.29%-31.7pp | 28.19%-11.6pp | 378.56%-361.9pp |
| Employer contribution / active EE | $4,909 | $2,014+143.8% | $2,521+94.7% | $2,148+128.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |