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 9-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 | $38,643 | $36,767+5.1% | $81,478-52.6% | $62,292-38.0% |
| Participation rate | 99.3% | 54.4%+44.8pp | 68.0%+31.3pp | 69.5%+29.8pp |
| Annual return | 8.31% | 173.80%-165.5pp | 38.78%-30.5pp | 28.90%-20.6pp |
| Employer contribution / active EE | $2,174 | $1,128+92.7% | $2,568-15.3% | $2,042+6.4% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $797-99.8% | $4,561-100.0% | $479-99.7% |