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 | $44,789 | $99,078-54.8% | $96,544-53.6% | $74,419-39.8% |
| Participation rate | 99.5% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 11.04% | 22.48%-11.4pp | 25.84%-14.8pp | 34.38%-23.3pp |
| Employer contribution / active EE | $2,943 | $2,570+14.5% | $2,965-0.8% | $2,637+11.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $225-99.5% | $8,252-100.0% | $348-99.7% |