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 | $83,519 | $59,417+40.6% | $93,606-10.8% | $74,495+12.1% |
| Participation rate | 91.1% | 59.7%+31.5pp | 68.7%+22.4pp | 67.2%+23.9pp |
| Annual return | 4.49% | 81.83%-77.3pp | 133.20%-128.7pp | 1364.94%-1360.5pp |
| Employer contribution / active EE | $2,980 | $1,264+135.8% | $2,420+23.1% | $2,623+13.6% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $10 | $3,021-99.7% | $8,285-99.9% | $1,942-99.5% |