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 | $87,075 | $95,274-8.6% | $135,903-35.9% | $74,419+17.0% |
| Participation rate | 96.4% | 78.2%+18.3pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 16.34% | 32.77%-16.4pp | 68.23%-51.9pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,191 | $3,874-43.4% | $4,856-54.9% | $2,637-16.9% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |