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 | $56,013 | $69,305-19.2% | $82,313-32.0% | $69,631-19.6% |
| Participation rate | 72.5% | 80.3%-7.7pp | 76.9%-4.4pp | 70.7%+1.8pp |
| Annual return | 0.08% | 21.47%-21.4pp | 25.88%-25.8pp | 27571.02%-27570.9pp |
| Employer contribution / active EE | $1,105 | $1,887-41.4% | $2,428-54.5% | $2,032-45.6% |
| Participant deferral / active EE | $3,295 | $3,568-7.7% | $3,706-11.1% | $3,224+2.2% |
| Admin fee / account holder | $8 | $97-91.5% | $5,608-99.9% | $110-92.5% |