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 | $141,653 | $82,978+70.7% | $129,995+9.0% | $71,457+98.2% |
| Participation rate | 99.2% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.3pp |
| Annual return | 10.18% | 20.60%-10.4pp | -137.18%+147.4pp | 28.85%-18.7pp |
| Employer contribution / active EE | $8,859 | $2,622+237.9% | $4,320+105.1% | $2,588+242.4% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $243 | $1,729-85.9% | $10,614-97.7% | $1,587-84.7% |