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 | $60,412 | $76,050-20.6% | $96,544-37.4% | $71,457-15.5% |
| Participation rate | 98.9% | 74.4%+24.5pp | 76.0%+22.9pp | 67.9%+30.9pp |
| Annual return | 0.35% | 22.81%-22.5pp | 25.84%-25.5pp | 28.85%-28.5pp |
| Employer contribution / active EE | $12,376 | $2,244+451.5% | $2,965+317.4% | $2,588+378.3% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |