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 | $34,905 | $55,415-37.0% | $155,509-77.6% | $74,495-53.1% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 7.74% | 268.50%-260.8pp | 64.67%-56.9pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $370 | $2,267-83.7% | $4,672-92.1% | $2,623-85.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |