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 | $22,995 | $55,636-58.7% | $81,983-72.0% | $73,488-68.7% |
| Participation rate | 93.2% | 62.3%+30.9pp | 69.2%+24.0pp | 70.7%+22.5pp |
| Annual return | 3.07% | 19.07%-16.0pp | 41.31%-38.2pp | 28.51%-25.4pp |
| Employer contribution / active EE | $915 | $1,625-43.7% | $2,498-63.4% | $2,270-59.7% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |