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 | $36,752 | $58,264-36.9% | $86,612-57.6% | $71,457-48.6% |
| Participation rate | 97.7% | 65.0%+32.7pp | 71.7%+26.0pp | 67.9%+29.8pp |
| Annual return | 2.25% | 21.63%-19.4pp | 591.07%-588.8pp | 28.85%-26.6pp |
| Employer contribution / active EE | $6,224 | $2,574+141.8% | $3,022+105.9% | $2,588+140.5% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |