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 | $36,476 | $65,390-44.2% | $169,368-78.5% | $71,457-49.0% |
| Participation rate | 95.9% | 67.0%+28.9pp | 77.1%+18.8pp | 67.9%+28.0pp |
| Annual return | 13.01% | 21.31%-8.3pp | 405.60%-392.6pp | 28.85%-15.8pp |
| Employer contribution / active EE | $951 | $2,079-54.2% | $4,013-76.3% | $2,588-63.2% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,324-100.0% | $9,003-100.0% | $1,587-100.0% |