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 | $87,619 | $117,734-25.6% | $115,752-24.3% | $77,958+12.4% |
| Participation rate | 94.5% | 82.0%+12.4pp | 77.8%+16.7pp | 71.6%+22.8pp |
| Annual return | 12.67% | 17.65%-5.0pp | 19.41%-6.7pp | 20.87%-8.2pp |
| Employer contribution / active EE | $3,800 | $2,736+38.9% | $3,492+8.8% | $2,310+64.5% |
| Participant deferral / active EE | $0 | $4,435-100.0% | $5,204-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $6,278-100.0% | $97-100.0% |