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 | $46,613 | $95,880-51.4% | $107,525-56.6% | $85,563-45.5% |
| Participation rate | 99.8% | 70.1%+29.7pp | 75.1%+24.7pp | 66.0%+33.9pp |
| Annual return | 8.66% | 68.06%-59.4pp | 181.32%-172.7pp | 31.51%-22.9pp |
| Employer contribution / active EE | $3,979 | $3,812+4.4% | $3,754+6.0% | $2,654+49.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $7 | $1,025-99.4% | $8,919-99.9% | $834-99.2% |