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 | $95,860 | $78,672+21.8% | $109,143-12.2% | $85,850+11.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.21% | 25.09%-14.9pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $10,584 | $2,735+287.0% | $3,722+184.4% | $2,565+312.6% |
| Participant deferral / active EE | $3,271 | $3,467-5.7% | $4,653-29.7% | $3,952-17.2% |
| Admin fee / account holder | $73 | $5,469-98.7% | $6,752-98.9% | $6,260-98.8% |