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 | $53,991 | $65,561-17.6% | $86,188-37.4% | $75,163-28.2% |
| Participation rate | 96.8% | 60.5%+36.4pp | 69.0%+27.9pp | 67.2%+29.7pp |
| Annual return | 6.99% | 46.05%-39.1pp | 1168.45%-1161.5pp | 160.62%-153.6pp |
| Employer contribution / active EE | $1,324 | $1,553-14.7% | $2,380-44.4% | $2,670-50.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |