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 | $57,153 | $99,957-42.8% | $149,696-61.8% | $73,488-22.2% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 7.46% | 53.87%-46.4pp | 276.60%-269.1pp | 28.51%-21.0pp |
| Employer contribution / active EE | $2,238 | $3,191-29.9% | $4,644-51.8% | $2,270-1.4% |
| Participant deferral / active EE | $3,464 | $6,073-43.0% | $6,842-49.4% | $3,740-7.4% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.2% |