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 | $53,290 | $92,055-42.1% | $106,213-49.8% | $77,643-31.4% |
| Participation rate | 98.9% | 81.0%+17.9pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 5.54% | 17.91%-12.4pp | 116.14%-110.6pp | 31.24%-25.7pp |
| Employer contribution / active EE | $4,454 | $3,367+32.3% | $3,171+40.4% | $2,726+63.4% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |