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 | $42,332 | $55,453-23.7% | $170,442-75.2% | $62,292-32.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 10.27% | 21.38%-11.1pp | 205.93%-195.7pp | 28.90%-18.6pp |
| Employer contribution / active EE | $4,316 | $2,164+99.5% | $5,433-20.6% | $2,042+111.3% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $25 | $455-94.5% | $13,880-99.8% | $479-94.8% |