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 | $72,598 | $58,208+24.7% | $81,812-11.3% | $80,856-10.2% |
| Participation rate | 91.6% | 63.4%+28.2pp | 72.3%+19.2pp | 67.6%+23.9pp |
| Annual return | 8.52% | 41.66%-33.1pp | 773.79%-765.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $3,112 | $2,340+33.0% | $2,912+6.9% | $2,755+13.0% |
| Participant deferral / active EE | $4,855 | $3,281+48.0% | $4,319+12.4% | $4,296+13.0% |
| Admin fee / account holder | $34 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |