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 | $59,593 | $91,407-34.8% | $135,903-56.2% | $71,457-16.6% |
| Participation rate | 82.1% | 75.7%+6.4pp | 81.9%+0.2pp | 67.9%+14.2pp |
| Annual return | 12.69% | 29.90%-17.2pp | 68.23%-55.5pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,228 | $3,703-66.8% | $4,856-74.7% | $2,588-52.5% |
| Participant deferral / active EE | $3,823 | $7,092-46.1% | $7,758-50.7% | $4,289-10.9% |
| Admin fee / account holder | $38 | $1,266-97.0% | $10,762-99.6% | $1,587-97.6% |