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 8-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 | $66,120 | $50,175+31.8% | $99,443-33.5% | $65,185+1.4% |
| Participation rate | 97.7% | 68.4%+29.2pp | 73.8%+23.8pp | 70.2%+27.5pp |
| Annual return | 3.79% | 25.36%-21.6pp | 30.72%-26.9pp | 29.38%-25.6pp |
| Employer contribution / active EE | $2,924 | $1,496+95.5% | $2,540+15.1% | $2,177+34.3% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $398-98.5% | $6,250-99.9% | $847-99.3% |