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 | $72,694 | $91,538-20.6% | $129,995-44.1% | $75,163-3.3% |
| Participation rate | 87.5% | 71.4%+16.1pp | 78.5%+9.0pp | 67.2%+20.3pp |
| Annual return | 10.43% | -631.11%+641.5pp | -137.18%+147.6pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,055 | $2,845-27.8% | $4,320-52.4% | $2,670-23.0% |
| Participant deferral / active EE | $4,978 | $4,341+14.7% | $5,820-14.5% | $4,125+20.7% |
| Admin fee / account holder | $39 | $6,790-99.4% | $10,614-99.6% | $5,651-99.3% |