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 | $35,496 | $58,726-39.6% | $92,233-61.5% | $62,292-43.0% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 12.71% | 43.62%-30.9pp | 176.28%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $3,588 | $2,392+50.0% | $3,679-2.5% | $2,042+75.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |