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 | $116,247 | $96,484+20.5% | $156,263-25.6% | $74,304+56.4% |
| Participation rate | 90.1% | 67.7%+22.4pp | 78.9%+11.2pp | 60.3%+29.7pp |
| Annual return | 9.40% | 17.73%-8.3pp | 59.47%-50.1pp | 29.43%-20.0pp |
| Employer contribution / active EE | $6,574 | $2,528+160.0% | $4,333+51.7% | $2,241+193.3% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $253 | $3,728-93.2% | $14,255-98.2% | $2,969-91.5% |