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 | $63,347 | $86,332-26.6% | $125,175-49.4% | $65,185-2.8% |
| Participation rate | 97.2% | 75.3%+21.9pp | 79.8%+17.4pp | 70.2%+27.0pp |
| Annual return | 13.59% | 27.43%-13.8pp | 43.79%-30.2pp | 29.38%-15.8pp |
| Employer contribution / active EE | $4,309 | $2,040+111.3% | $3,865+11.5% | $2,177+98.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $11 | $609-98.1% | $9,702-99.9% | $847-98.7% |