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 | $97,642 | $46,553+109.7% | $64,056+52.4% | $75,163+29.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.73% | 26.03%-15.3pp | 33.69%-23.0pp | 160.62%-149.9pp |
| Employer contribution / active EE | $3,794 | $1,974+92.2% | $2,747+38.1% | $2,670+42.1% |
| Participant deferral / active EE | $3,716 | $2,837+31.0% | $3,880-4.2% | $4,125-9.9% |
| Admin fee / account holder | $145 | $2,952-95.1% | $3,068-95.3% | $5,651-97.4% |