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 | $41,046 | $41,078-0.1% | $80,569-49.1% | $71,457-42.6% |
| Participation rate | 79.5% | 50.2%+29.3pp | 67.0%+12.5pp | 67.9%+11.5pp |
| Annual return | 13.84% | 38.45%-24.6pp | 935.43%-921.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,259 | $1,506+50.1% | $2,723-17.0% | $2,588-12.7% |
| Participant deferral / active EE | $3,040 | $2,699+12.6% | $4,447-31.6% | $4,289-29.1% |
| Admin fee / account holder | $6 | $1,840-99.7% | $5,377-99.9% | $1,587-99.6% |