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 | $48,692 | $50,464-3.5% | $75,781-35.7% | $52,331-7.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -3.19% | 1.03%-4.2pp | 9.68%-12.9pp | 4.54%-7.7pp |
| Employer contribution / active EE | $9,273 | $1,988+366.4% | $3,323+179.0% | $1,882+392.8% |
| Participant deferral / active EE | $3,798 | $2,570+47.7% | $3,651+4.0% | $3,022+25.7% |
| Admin fee / account holder | $27 | $1,103-97.5% | $5,299-99.5% | $592-95.4% |