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 | $209,524 | $76,050+175.5% | $96,544+117.0% | $71,457+193.2% |
| Participation rate | 98.1% | 74.4%+23.7pp | 76.0%+22.1pp | 67.9%+30.2pp |
| Annual return | 8.18% | 22.81%-14.6pp | 25.84%-17.7pp | 28.85%-20.7pp |
| Employer contribution / active EE | $20,192 | $2,244+799.8% | $2,965+581.0% | $2,588+680.3% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $23 | $2,707-99.2% | $8,252-99.7% | $1,587-98.6% |