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 | $86,932 | $91,407-4.9% | $135,903-36.0% | $71,457+21.7% |
| Participation rate | 85.1% | 75.7%+9.5pp | 81.9%+3.2pp | 67.9%+17.2pp |
| Annual return | 15.50% | 29.90%-14.4pp | 68.23%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $4,452 | $3,703+20.2% | $4,856-8.3% | $2,588+72.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |