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 | $33,550 | $46,553-27.9% | $64,056-47.6% | $75,163-55.4% |
| Participation rate | 76.1% | 65.9%+10.2pp | 72.3%+3.8pp | 67.2%+8.9pp |
| Annual return | 10.29% | 26.03%-15.7pp | 33.69%-23.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,480 | $1,974-25.0% | $2,747-46.1% | $2,670-44.6% |
| Participant deferral / active EE | $1,965 | $2,837-30.7% | $3,880-49.4% | $4,125-52.4% |
| Admin fee / account holder | $4 | $2,952-99.9% | $3,068-99.9% | $5,651-99.9% |