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 | $20,421 | $61,272-66.7% | $149,673-86.4% | $71,457-71.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.06% | 35.85%-22.8pp | 134.42%-121.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,023 | $2,378-14.9% | $4,818-58.0% | $2,588-21.8% |
| Participant deferral / active EE | $2,055 | $2,917-29.5% | $5,680-63.8% | $4,289-52.1% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |