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 | $81,126 | $48,795+66.3% | $65,493+23.9% | $84,808-4.3% |
| Participation rate | 90.6% | 67.0%+23.6pp | 73.1%+17.5pp | 68.3%+22.3pp |
| Annual return | 9.64% | 20.20%-10.6pp | 982.45%-972.8pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,073 | $1,930+7.4% | $2,574-19.5% | $2,631-21.2% |
| Participant deferral / active EE | $3,148 | $2,928+7.5% | $3,961-20.5% | $4,212-25.2% |
| Admin fee / account holder | $1 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |