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 | $35,903 | $74,347-51.7% | $93,606-61.6% | $67,579-46.9% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 71.3%+28.2pp |
| Annual return | 1.23% | 28.07%-26.8pp | 32.76%-31.5pp | 378.56%-377.3pp |
| Employer contribution / active EE | $2,027 | $2,583-21.5% | $2,718-25.4% | $2,148-5.6% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |