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 | $51,534 | $129,021-60.1% | $184,203-72.0% | $77,643-33.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 12.30% | 33.27%-21.0pp | 28.81%-16.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $6,108 | $4,413+38.4% | $6,427-5.0% | $2,726+124.1% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $129 | $254-49.2% | $13,901-99.1% | $430-70.0% |