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 | $45,453 | $59,328-23.4% | $118,925-61.8% | $73,488-38.1% |
| Participation rate | 98.7% | 62.3%+36.4pp | 75.4%+23.3pp | 70.7%+28.0pp |
| Annual return | 7.59% | 19.13%-11.5pp | 35.88%-28.3pp | 28.51%-20.9pp |
| Employer contribution / active EE | $2,095 | $1,803+16.1% | $3,263-35.8% | $2,270-7.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |