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 | $59,178 | $104,317-43.3% | $159,436-62.9% | $86,799-31.8% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.8%+5.5pp | 72.3%+16.1pp |
| Annual return | 4.38% | 26.32%-21.9pp | 263.57%-259.2pp | 97.91%-93.5pp |
| Employer contribution / active EE | $3,272 | $3,451-5.2% | $4,829-32.2% | $2,405+36.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |