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 | $101,641 | $59,584+70.6% | $86,874+17.0% | $79,386+28.0% |
| Participation rate | 99.4% | 67.7%+31.7pp | 71.6%+27.8pp | 70.7%+28.7pp |
| Annual return | 10.95% | 23.15%-12.2pp | 63.52%-52.6pp | 116.85%-105.9pp |
| Employer contribution / active EE | $4,649 | $1,768+163.0% | $2,495+86.3% | $2,427+91.5% |
| Participant deferral / active EE | $3,926 | $3,036+29.3% | $3,699+6.1% | $4,046-3.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |