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 | $70,889 | $46,553+52.3% | $64,056+10.7% | $75,163-5.7% |
| Participation rate | 93.2% | 65.9%+27.2pp | 72.3%+20.9pp | 67.2%+26.0pp |
| Annual return | 9.34% | 26.03%-16.7pp | 33.69%-24.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,837 | $1,974-6.9% | $2,747-33.1% | $2,670-31.2% |
| Participant deferral / active EE | $3,311 | $2,837+16.7% | $3,880-14.7% | $4,125-19.7% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |