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 7-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 | $33,159 | $56,767-41.6% | $101,794-67.4% | $85,563-61.2% |
| Participation rate | 98.4% | 57.6%+40.8pp | 69.2%+29.2pp | 66.0%+32.4pp |
| Annual return | 11.85% | 17.76%-5.9pp | 30.53%-18.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $2,097 | $1,112+88.6% | $2,289-8.4% | $2,654-21.0% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |