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 | $64,059 | $53,822+19.0% | $75,696-15.4% | $85,850-25.4% |
| Participation rate | 78.8% | 69.1%+9.8pp | 74.8%+4.0pp | 69.3%+9.5pp |
| Annual return | 12.12% | 24.54%-12.4pp | 104.53%-92.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,845 | $2,017-8.5% | $2,743-32.7% | $2,565-28.1% |
| Participant deferral / active EE | $2,496 | $2,895-13.8% | $3,821-34.7% | $3,952-36.8% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |