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 | $58,574 | $60,165-2.6% | $74,183-21.0% | $55,167+6.2% |
| Participation rate | 99.3% | 74.2%+25.2pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 3.94% | 10.00%-6.1pp | 17.74%-13.8pp | 169.23%-165.3pp |
| Employer contribution / active EE | $10,452 | $1,600+553.4% | $2,370+341.0% | $1,963+432.6% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |