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 | $31,466 | $60,124-47.7% | $90,404-65.2% | $79,858-60.6% |
| Participation rate | 76.4% | 65.0%+11.4pp | 72.7%+3.7pp | 69.6%+6.7pp |
| Annual return | 8.60% | 71.94%-63.3pp | 1293.02%-1284.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,462 | $2,068+19.1% | $3,262-24.5% | $2,471-0.3% |
| Participant deferral / active EE | $4,376 | $2,938+48.9% | $3,963+10.4% | $3,740+17.0% |
| Admin fee / account holder | $56 | $3,976-98.6% | $5,611-99.0% | $5,306-99.0% |