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 | $96,367 | $101,724-5.3% | $164,813-41.5% | $80,856+19.2% |
| Participation rate | 85.9% | 71.8%+14.1pp | 78.6%+7.3pp | 67.6%+18.3pp |
| Annual return | 7.72% | 16.72%-9.0pp | 69.93%-62.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,167 | $2,953-26.6% | $4,341-50.1% | $2,755-21.3% |
| Participant deferral / active EE | $5,546 | $4,477+23.9% | $6,031-8.1% | $4,296+29.1% |
| Admin fee / account holder | $67 | $8,227-99.2% | $12,690-99.5% | $6,918-99.0% |