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 | $68,115 | $51,315+32.7% | $95,745-28.9% | $71,457-4.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 5.42% | 25.26%-19.8pp | 28.35%-22.9pp | 28.85%-23.4pp |
| Employer contribution / active EE | $9,993 | $1,819+449.4% | $2,835+252.6% | $2,588+286.2% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $4,245-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,137-100.0% | $5,678-100.0% | $1,587-100.0% |