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 | $23,612 | $52,208-54.8% | $86,612-72.7% | $74,419-68.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 11.35% | 44.46%-33.1pp | 591.07%-579.7pp | 34.38%-23.0pp |
| Employer contribution / active EE | $1,100 | $2,282-51.8% | $3,022-63.6% | $2,637-58.3% |
| Participant deferral / active EE | $1,447 | $3,383-57.2% | $4,438-67.4% | $4,528-68.0% |
| Admin fee / account holder | $7 | $319-97.7% | $5,614-99.9% | $348-97.9% |