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 | $103,508 | $67,984+52.3% | $65,493+58.0% | $74,304+39.3% |
| Participation rate | 92.8% | 66.3%+26.5pp | 73.1%+19.7pp | 60.3%+32.5pp |
| Annual return | 10.56% | 19.87%-9.3pp | 982.45%-971.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $3,457 | $2,491+38.7% | $2,574+34.3% | $2,241+54.2% |
| Participant deferral / active EE | $5,267 | $3,346+57.4% | $3,961+33.0% | $3,767+39.8% |
| Admin fee / account holder | $107 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |