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 | $85,785 | $89,436-4.1% | $164,813-47.9% | $77,643+10.5% |
| Participation rate | 98.6% | 78.6%+20.0pp | 78.6%+20.0pp | 70.6%+28.1pp |
| Annual return | 4.51% | 28.83%-24.3pp | 69.93%-65.4pp | 31.24%-26.7pp |
| Employer contribution / active EE | $4,427 | $2,569+72.3% | $4,341+2.0% | $2,726+62.4% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |