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 | $76,975 | $59,417+29.6% | $93,606-17.8% | $74,495+3.3% |
| Participation rate | 90.0% | 59.7%+30.3pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 5.07% | 81.83%-76.8pp | 133.20%-128.1pp | 1364.94%-1359.9pp |
| Employer contribution / active EE | $1,039 | $1,264-17.8% | $2,420-57.1% | $2,623-60.4% |
| Participant deferral / active EE | $2,340 | $3,050-23.3% | $4,411-47.0% | $4,346-46.2% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |