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 | $73,534 | $49,915+47.3% | $154,803-52.5% | $74,304-1.0% |
| Participation rate | 95.0% | 54.0%+41.0pp | 78.1%+16.9pp | 60.3%+34.6pp |
| Annual return | 9.60% | 34.06%-24.5pp | 58.88%-49.3pp | 29.43%-19.8pp |
| Employer contribution / active EE | $5,758 | $1,611+257.3% | $4,305+33.7% | $2,241+156.9% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $26 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |