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 | $40,154 | $42,546-5.6% | $71,796-44.1% | $55,167-27.2% |
| Participation rate | 99.2% | 59.1%+40.1pp | 69.1%+30.1pp | 69.0%+30.2pp |
| Annual return | 4.59% | 12.36%-7.8pp | 78.04%-73.5pp | 169.23%-164.6pp |
| Employer contribution / active EE | $3,726 | $803+363.8% | $1,924+93.6% | $1,963+89.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $650-99.9% | $4,815-100.0% | $504-99.9% |