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 4-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 | $82,053 | $54,701+50.0% | $86,188-4.8% | $71,457+14.8% |
| Participation rate | 99.4% | 60.1%+39.3pp | 69.0%+30.4pp | 67.9%+31.5pp |
| Annual return | 4.50% | 20.06%-15.6pp | 1168.45%-1163.9pp | 28.85%-24.3pp |
| Employer contribution / active EE | $3,216 | $1,265+154.2% | $2,380+35.1% | $2,588+24.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $17 | $1,922-99.1% | $6,852-99.8% | $1,587-98.9% |