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 | $57,734 | $55,636+3.8% | $81,983-29.6% | $73,488-21.4% |
| Participation rate | 97.5% | 62.3%+35.2pp | 69.2%+28.3pp | 70.7%+26.9pp |
| Annual return | 8.77% | 19.07%-10.3pp | 41.31%-32.5pp | 28.51%-19.7pp |
| Employer contribution / active EE | $3,555 | $1,625+118.8% | $2,498+42.3% | $2,270+56.6% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $493-99.7% | $5,664-100.0% | $513-99.7% |