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 | $48,211 | $89,739-46.3% | $149,718-67.8% | $62,292-22.6% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.6pp |
| Annual return | 8.55% | 21.01%-12.5pp | 1501.63%-1493.1pp | 28.90%-20.4pp |
| Employer contribution / active EE | $1,440 | $3,233-55.5% | $5,445-73.6% | $2,042-29.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |