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 | $45,170 | $155,795-71.0% | $136,294-66.9% | $69,631-35.1% |
| Participation rate | 96.0% | 75.2%+20.7pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 8.37% | 232464.33%-232456.0pp | 5155.94%-5147.6pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $5,036 | $2,991+68.4% | $4,695+7.3% | $2,032+147.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $128-97.7% | $9,243-100.0% | $110-97.3% |