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 | $58,407 | $54,705+6.8% | $71,209-18.0% | $84,808-31.1% |
| Participation rate | 98.7% | 64.1%+34.7pp | 73.8%+25.0pp | 68.3%+30.4pp |
| Annual return | 11.89% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,073 | $2,158-3.9% | $2,721-23.8% | $2,631-21.2% |
| Participant deferral / active EE | $3,206 | $3,030+5.8% | $4,175-23.2% | $4,212-23.9% |
| Admin fee / account holder | $45 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |