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 | $131,426 | $96,400+36.3% | $149,718-12.2% | $177,276-25.9% |
| Participation rate | 96.3% | 88.9%+7.3pp | 87.1%+9.2pp | 74.8%+21.4pp |
| Annual return | 12.28% | 19.02%-6.7pp | 1501.63%-1489.3pp | 21.25%-9.0pp |
| Employer contribution / active EE | $3,261 | $3,680-11.4% | $5,445-40.1% | $2,479+31.6% |
| Participant deferral / active EE | $8,585 | $5,510+55.8% | $6,569+30.7% | $3,881+121.2% |
| Admin fee / account holder | $57 | $69-17.4% | $11,283-99.5% | $154-62.8% |