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 | $51,117 | $65,561-22.0% | $91,541-44.2% | $74,304-31.2% |
| Participation rate | 95.7% | 56.6%+39.1pp | 69.8%+25.9pp | 60.3%+35.3pp |
| Annual return | 10.80% | 17.68%-6.9pp | 20.50%-9.7pp | 29.43%-18.6pp |
| Employer contribution / active EE | $8,324 | $1,717+384.8% | $2,505+232.4% | $2,241+271.4% |
| Participant deferral / active EE | $0 | $2,918-100.0% | $4,008-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,333-100.0% | $6,956-100.0% | $2,969-100.0% |