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 | $37,225 | $99,957-62.8% | $149,696-75.1% | $73,488-49.3% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 7.06% | 53.87%-46.8pp | 276.60%-269.5pp | 28.51%-21.5pp |
| Employer contribution / active EE | $2,666 | $3,191-16.5% | $4,644-42.6% | $2,270+17.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |