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 7-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 | $53,074 | $59,535-10.9% | $90,160-41.1% | $62,292-14.8% |
| Participation rate | 95.4% | 73.0%+22.4pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 4.45% | 23.53%-19.1pp | 34.88%-30.4pp | 28.90%-24.4pp |
| Employer contribution / active EE | $4,348 | $1,826+138.2% | $3,318+31.0% | $2,042+112.9% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,288-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |