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 | $37,757 | $95,803-60.6% | $113,168-66.6% | $84,808-55.5% |
| Participation rate | 82.5% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.1pp |
| Annual return | 3.15% | 25.00%-21.9pp | 24.27%-21.1pp | 40.90%-37.7pp |
| Employer contribution / active EE | $3,157 | $2,360+33.8% | $2,975+6.1% | $2,631+20.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $62 | $8,989-99.3% | $12,068-99.5% | $7,344-99.1% |