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 | $24,726 | $69,454-64.4% | $180,183-86.3% | $74,304-66.7% |
| Participation rate | 98.3% | 61.8%+36.5pp | 77.4%+20.9pp | 60.3%+37.9pp |
| Annual return | 9.03% | 25.86%-16.8pp | 27.86%-18.8pp | 29.43%-20.4pp |
| Employer contribution / active EE | $1,581 | $3,155-49.9% | $5,039-68.6% | $2,241-29.4% |
| Participant deferral / active EE | $0 | $4,662-100.0% | $6,822-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,036-100.0% | $19,975-100.0% | $2,969-100.0% |