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 | $44,223 | $65,561-32.5% | $91,541-51.7% | $74,304-40.5% |
| Participation rate | 76.4% | 56.6%+19.8pp | 69.8%+6.6pp | 60.3%+16.1pp |
| Annual return | 12.76% | 17.68%-4.9pp | 20.50%-7.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,696 | $1,717-1.2% | $2,505-32.3% | $2,241-24.3% |
| Participant deferral / active EE | $3,699 | $2,918+26.8% | $4,008-7.7% | $3,767-1.8% |
| Admin fee / account holder | $30 | $3,333-99.1% | $6,956-99.6% | $2,969-99.0% |