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 6-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 | $25,929 | $47,126-45.0% | $149,673-82.7% | $74,419-65.2% |
| Participation rate | 97.3% | 63.4%+33.9pp | 78.8%+18.5pp | 70.7%+26.6pp |
| Annual return | 11.28% | 22.75%-11.5pp | 134.42%-123.1pp | 34.38%-23.1pp |
| Employer contribution / active EE | $2,449 | $1,905+28.6% | $4,818-49.2% | $2,637-7.1% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |