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 | $77,261 | $64,839+19.2% | $95,585-19.2% | $84,808-8.9% |
| Participation rate | 94.7% | 63.8%+30.9pp | 72.1%+22.7pp | 68.3%+26.4pp |
| Annual return | 13.10% | -670.96%+684.1pp | 38.56%-25.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,680 | $1,759-4.5% | $2,527-33.5% | $2,631-36.2% |
| Participant deferral / active EE | $2,257 | $2,965-23.9% | $4,023-43.9% | $4,212-46.4% |
| Admin fee / account holder | $30 | $5,964-99.5% | $6,127-99.5% | $7,344-99.6% |