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 | $24,746 | $65,946-62.5% | $81,783-69.7% | $77,671-68.1% |
| Participation rate | 97.7% | 65.8%+31.9pp | 72.4%+25.3pp | 70.6%+27.1pp |
| Annual return | 10.56% | 26.65%-16.1pp | 775.05%-764.5pp | 31.21%-20.7pp |
| Employer contribution / active EE | $1,534 | $2,371-35.3% | $2,913-47.3% | $2,726-43.7% |
| Participant deferral / active EE | $3,528 | $3,507+0.6% | $4,320-18.3% | $4,648-24.1% |
| Admin fee / account holder | $74 | $527-86.0% | $7,380-99.0% | $430-82.8% |