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 | $46,269 | $42,886+7.9% | $88,946-48.0% | $85,563-45.9% |
| Participation rate | 94.9% | 37.9%+56.9pp | 68.8%+26.0pp | 66.0%+28.9pp |
| Annual return | 9.74% | 44.56%-34.8pp | 57.82%-48.1pp | 31.51%-21.8pp |
| Employer contribution / active EE | $597 | $1,147-47.9% | $2,555-76.6% | $2,654-77.5% |
| Participant deferral / active EE | $0 | $2,108-100.0% | $4,581-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $2,263-100.0% | $8,261-100.0% | $834-100.0% |