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 9-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 | $48,209 | $59,263-18.7% | $96,562-50.1% | $79,386-39.3% |
| Participation rate | 90.1% | 61.9%+28.2pp | 69.8%+20.3pp | 70.7%+19.4pp |
| Annual return | 11.27% | 27.07%-15.8pp | 37.78%-26.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $9,002 | $1,216+640.5% | $2,356+282.0% | $2,427+270.8% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |