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 | $73,709 | $49,915+47.7% | $154,803-52.4% | $74,304-0.8% |
| Participation rate | 74.5% | 54.0%+20.6pp | 78.1%-3.5pp | 60.3%+14.2pp |
| Annual return | 9.82% | 34.06%-24.2pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,920 | $1,611+19.2% | $4,305-55.4% | $2,241-14.3% |
| Participant deferral / active EE | $3,410 | $2,255+51.3% | $5,540-38.4% | $3,767-9.5% |
| Admin fee / account holder | $36 | $2,189-98.4% | $14,329-99.7% | $2,969-98.8% |