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 | $105,587 | $71,516+47.6% | $98,439+7.3% | $71,457+47.8% |
| Participation rate | 93.8% | 72.7%+21.1pp | 75.2%+18.6pp | 67.9%+25.9pp |
| Annual return | 13.41% | 32.41%-19.0pp | 21.16%-7.8pp | 28.85%-15.4pp |
| Employer contribution / active EE | $7,394 | $2,399+208.2% | $3,048+142.6% | $2,588+185.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $67 | $1,675-96.0% | $8,948-99.2% | $1,587-95.7% |