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 | $62,643 | $54,193+15.6% | $93,606-33.1% | $77,643-19.3% |
| Participation rate | 95.0% | 63.9%+31.1pp | 68.7%+26.3pp | 70.6%+24.4pp |
| Annual return | 1.50% | 30.54%-29.0pp | 133.20%-131.7pp | 31.24%-29.7pp |
| Employer contribution / active EE | $1,718 | $1,168+47.1% | $2,420-29.0% | $2,726-37.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $7 | $576-98.7% | $8,285-99.9% | $430-98.3% |