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 | $28,816 | $48,795-40.9% | $65,493-56.0% | $84,808-66.0% |
| Participation rate | 96.8% | 67.0%+29.8pp | 73.1%+23.7pp | 68.3%+28.5pp |
| Annual return | 11.63% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,100 | $1,930+8.8% | $2,574-18.4% | $2,631-20.2% |
| Participant deferral / active EE | $2,160 | $2,928-26.2% | $3,961-45.5% | $4,212-48.7% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |