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 | $35,552 | $89,652-60.3% | $141,162-74.8% | $65,185-45.5% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.5%+14.0pp | 70.2%+26.3pp |
| Annual return | 17.77% | 32.79%-15.0pp | 71.39%-53.6pp | 29.38%-11.6pp |
| Employer contribution / active EE | $3,304 | $3,065+7.8% | $4,735-30.2% | $2,177+51.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |