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 | $47,473 | $54,045-12.2% | $115,157-58.8% | $65,185-27.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 8.95% | 26.55%-17.6pp | 35.60%-26.6pp | 29.38%-20.4pp |
| Employer contribution / active EE | $2,609 | $1,653+57.8% | $3,179-17.9% | $2,177+19.9% |
| Participant deferral / active EE | $4,598 | $2,504+83.6% | $4,168+10.3% | $3,514+30.9% |
| Admin fee / account holder | $79 | $626-87.4% | $7,088-98.9% | $847-90.7% |