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 | $58,756 | $71,516-17.8% | $98,439-40.3% | $71,457-17.8% |
| Participation rate | 99.3% | 72.7%+26.6pp | 75.2%+24.1pp | 67.9%+31.4pp |
| Annual return | 10.58% | 32.41%-21.8pp | 21.16%-10.6pp | 28.85%-18.3pp |
| Employer contribution / active EE | $683 | $2,399-71.5% | $3,048-77.6% | $2,588-73.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |