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 | $83,608 | $92,055-9.2% | $106,213-21.3% | $77,643+7.7% |
| Participation rate | 88.1% | 81.0%+7.0pp | 75.3%+12.8pp | 70.6%+17.5pp |
| Annual return | 2.84% | 17.91%-15.1pp | 116.14%-113.3pp | 31.24%-28.4pp |
| Employer contribution / active EE | $5,691 | $3,367+69.0% | $3,171+79.4% | $2,726+108.8% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |