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 | $52,376 | $59,263-11.6% | $96,562-45.8% | $79,386-34.0% |
| Participation rate | 97.2% | 61.9%+35.3pp | 69.8%+27.4pp | 70.7%+26.5pp |
| Annual return | 11.58% | 27.07%-15.5pp | 37.78%-26.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,179 | $1,216-3.0% | $2,356-50.0% | $2,427-51.4% |
| Participant deferral / active EE | $1,476 | $2,948-49.9% | $3,849-61.6% | $4,046-63.5% |
| Admin fee / account holder | $14 | $658-97.8% | $6,181-99.8% | $626-97.7% |