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 | $85,912 | $138,347-37.9% | $184,203-53.4% | $80,856+6.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 6.49% | 20.02%-13.5pp | 28.81%-22.3pp | 35.59%-29.1pp |
| Employer contribution / active EE | $4,451 | $4,850-8.2% | $6,427-30.7% | $2,755+61.6% |
| Participant deferral / active EE | $3,628 | $7,071-48.7% | $9,131-60.3% | $4,296-15.6% |
| Admin fee / account holder | $13 | $10,483-99.9% | $13,901-99.9% | $6,918-99.8% |