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 | $45,343+62.6% | $150,298-51.0% | $67,986+8.4% |
| Participation rate | 74.5% | 51.9%+22.7pp | 77.8%-3.2pp | 57.2%+17.3pp |
| Annual return | 9.82% | 33.28%-23.5pp | 62.79%-53.0pp | 31.67%-21.8pp |
| Employer contribution / active EE | $1,920 | $1,462+31.4% | $4,154-53.8% | $2,019-4.9% |
| Participant deferral / active EE | $3,410 | $2,055+66.0% | $5,453-37.5% | $3,358+1.6% |
| Admin fee / account holder | $36 | $2,250-98.4% | $14,116-99.7% | $3,203-98.9% |