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 | $68,853 | $122,186-43.6% | $146,958-53.1% | $199,593-65.5% |
| Participation rate | 84.6% | 78.3%+6.3pp | 82.2%+2.4pp | 72.0%+12.6pp |
| Annual return | 11.59% | 30.56%-19.0pp | 418.34%-406.7pp | 34.25%-22.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,565 | $8,502-58.1% | $8,070-55.8% | $5,087-29.9% |
| Admin fee / account holder | $5 | $179-97.3% | $12,998-100.0% | $269-98.2% |