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 | $49,549 | $38,365+29.1% | $84,611-41.4% | $65,185-24.0% |
| Participation rate | 98.5% | 55.7%+42.8pp | 68.2%+30.3pp | 70.2%+28.3pp |
| Annual return | 15.02% | 32.00%-17.0pp | 258.74%-243.7pp | 29.38%-14.4pp |
| Employer contribution / active EE | $1,045 | $1,258-16.9% | $2,652-60.6% | $2,177-52.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $451-99.9% | $4,912-100.0% | $847-99.9% |