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 | $42,072 | $89,652-53.1% | $141,162-70.2% | $65,185-35.5% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.5%+13.6pp | 70.2%+25.9pp |
| Annual return | 6.73% | 32.79%-26.1pp | 71.39%-64.7pp | 29.38%-22.7pp |
| Employer contribution / active EE | $2,353 | $3,065-23.2% | $4,735-50.3% | $2,177+8.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-99.9% | $10,261-100.0% | $847-99.9% |