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 | $146,921 | $119,153+23.3% | $151,611-3.1% | $78,044+88.3% |
| Participation rate | 96.9% | 92.5%+4.4pp | 87.5%+9.4pp | 74.4%+22.4pp |
| Annual return | -17.23% | -10.83%-6.4pp | 3.33%-20.6pp | 10.87%-28.1pp |
| Employer contribution / active EE | $3,836 | $5,298-27.6% | $6,166-37.8% | $3,125+22.7% |
| Participant deferral / active EE | $10,239 | $8,624+18.7% | $8,363+22.4% | $5,084+101.4% |
| Admin fee / account holder | $32 | $69-52.8% | $11,616-99.7% | $79-58.9% |