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 | $35,601 | $70,908-49.8% | $98,907-64.0% | $73,488-51.6% |
| Participation rate | 98.5% | 73.8%+24.7pp | 76.0%+22.4pp | 70.7%+27.8pp |
| Annual return | 8.96% | 34.17%-25.2pp | 196.43%-187.5pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,440 | $2,036-29.3% | $2,689-46.4% | $2,270-36.5% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-99.9% | $6,642-100.0% | $513-99.9% |