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 | $33,978 | $64,705-47.5% | $62,929-46.0% | $67,986-50.0% |
| Participation rate | 77.0% | 65.6%+11.4pp | 73.1%+3.9pp | 57.2%+19.8pp |
| Annual return | 7.27% | 20.31%-13.0pp | 1063.93%-1056.7pp | 31.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,199 | $3,1980% | $3,888-17.7% | $3,358-4.7% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |