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 | $48,551 | $59,328-18.2% | $118,925-59.2% | $73,488-33.9% |
| Participation rate | 97.8% | 62.3%+35.5pp | 75.4%+22.4pp | 70.7%+27.1pp |
| Annual return | 0.90% | 19.13%-18.2pp | 35.88%-35.0pp | 28.51%-27.6pp |
| Employer contribution / active EE | $6,231 | $1,803+245.5% | $3,263+91.0% | $2,270+174.5% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |