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 | $133,052 | $61,272+117.2% | $149,673-11.1% | $71,457+86.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 8.76% | 35.85%-27.1pp | 134.42%-125.7pp | 28.85%-20.1pp |
| Employer contribution / active EE | $5,604 | $2,378+135.6% | $4,818+16.3% | $2,588+116.6% |
| Participant deferral / active EE | $3,436 | $2,917+17.8% | $5,680-39.5% | $4,289-19.9% |
| Admin fee / account holder | $25 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |