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 | $75,715 | $54,573+38.7% | $90,951-16.8% | $73,488+3.0% |
| Participation rate | 99.4% | 61.2%+38.2pp | 69.0%+30.3pp | 70.7%+28.7pp |
| Annual return | 4.93% | 16.69%-11.8pp | 134.60%-129.7pp | 28.51%-23.6pp |
| Employer contribution / active EE | $11,600 | $991+1070.1% | $2,122+446.7% | $2,270+411.0% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |