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 | $71,644 | $82,523-13.2% | $115,752-38.1% | $70,131+2.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 9.41% | 28.22%-18.8pp | 19.41%-10.0pp | 73.14%-63.7pp |
| Employer contribution / active EE | $3,261 | $2,758+18.2% | $3,492-6.6% | $2,342+39.2% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |