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 | $135,023 | $128,899+4.8% | $113,168+19.3% | $102,872+31.3% |
| Participation rate | 98.8% | 87.0%+11.8pp | 76.6%+22.2pp | 73.0%+25.7pp |
| Annual return | 6.84% | 15.88%-9.0pp | 24.27%-17.4pp | 19.06%-12.2pp |
| Employer contribution / active EE | $4,896 | $3,713+31.9% | $2,975+64.6% | $3,526+38.8% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $12,068-100.0% | $292-100.0% |