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 9-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 | $73,576 | $47,922+53.5% | $75,886-3.0% | $65,185+12.9% |
| Participation rate | 95.7% | 63.0%+32.7pp | 69.3%+26.4pp | 70.2%+25.5pp |
| Annual return | 5.13% | 24.12%-19.0pp | 30.76%-25.6pp | 29.38%-24.3pp |
| Employer contribution / active EE | $5,017 | $1,557+222.2% | $2,500+100.7% | $2,177+130.5% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |