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 | $37,724 | $64,909-41.9% | $82,313-54.2% | $62,292-39.4% |
| Participation rate | 85.3% | 74.9%+10.4pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 2.67% | 21.18%-18.5pp | 25.88%-23.2pp | 28.90%-26.2pp |
| Employer contribution / active EE | $1,997 | $1,676+19.1% | $2,428-17.8% | $2,042-2.2% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |