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 | $65,337 | $80,753-19.1% | $136,294-52.1% | $62,292+4.9% |
| Participation rate | 97.8% | 73.5%+24.3pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 2.38% | 35.83%-33.5pp | 5155.94%-5153.6pp | 28.90%-26.5pp |
| Employer contribution / active EE | $7,246 | $2,884+151.3% | $4,695+54.3% | $2,042+254.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |