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 | $55,139 | $91,407-39.7% | $135,903-59.4% | $71,457-22.8% |
| Participation rate | 94.9% | 75.7%+19.2pp | 81.9%+13.0pp | 67.9%+26.9pp |
| Annual return | 13.90% | 29.90%-16.0pp | 68.23%-54.3pp | 28.85%-15.0pp |
| Employer contribution / active EE | $3,086 | $3,703-16.7% | $4,856-36.5% | $2,588+19.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $1,266-99.8% | $10,762-100.0% | $1,587-99.9% |