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 | $202,540 | $132,049+53.4% | $200,582+1.0% | $74,304+172.6% |
| Participation rate | 95.9% | 84.1%+11.8pp | 86.9%+9.0pp | 60.3%+35.5pp |
| Annual return | 13.11% | 22.22%-9.1pp | 42.33%-29.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $4,736 | $4,558+3.9% | $6,419-26.2% | $2,241+111.3% |
| Participant deferral / active EE | $7,839 | $7,213+8.7% | $9,331-16.0% | $3,767+108.1% |
| Admin fee / account holder | $3 | $2,405-99.9% | $16,305-100.0% | $2,969-99.9% |