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 | $185,243 | $131,799+40.5% | $200,582-7.6% | $85,563+116.5% |
| Participation rate | 83.7% | 87.9%-4.2pp | 86.9%-3.2pp | 66.0%+17.8pp |
| Annual return | 13.80% | 21.59%-7.8pp | 42.33%-28.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $2,273 | $4,532-49.8% | $6,419-64.6% | $2,654-14.3% |
| Participant deferral / active EE | $8,235 | $7,702+6.9% | $9,331-11.7% | $4,375+88.2% |
| Admin fee / account holder | $4 | $235-98.2% | $16,305-100.0% | $834-99.5% |