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 | $27,384 | $61,272-55.3% | $149,673-81.7% | $71,457-61.7% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.3pp | 67.9%+25.2pp |
| Annual return | 11.38% | 35.85%-24.5pp | 134.42%-123.0pp | 28.85%-17.5pp |
| Employer contribution / active EE | $2,262 | $2,378-4.9% | $4,818-53.0% | $2,588-12.6% |
| Participant deferral / active EE | $1,964 | $2,917-32.7% | $5,680-65.4% | $4,289-54.2% |
| Admin fee / account holder | $30 | $1,261-97.7% | $13,210-99.8% | $1,587-98.1% |