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 | $30,208 | $78,339-61.4% | $85,682-64.7% | $93,030-67.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 11.03% | 21.17%-10.1pp | 21.49%-10.5pp | 158.70%-147.7pp |
| Employer contribution / active EE | $336 | $2,560-86.9% | $2,618-87.2% | $2,706-87.6% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,923-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $6,873-100.0% | $152-100.0% |