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 | $58,786 | $89,652-34.4% | $141,162-58.4% | $65,185-9.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.93% | 32.79%-13.9pp | 71.39%-52.5pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,239 | $3,065-26.9% | $4,735-52.7% | $2,177+2.9% |
| Participant deferral / active EE | $3,427 | $5,691-39.8% | $6,709-48.9% | $3,514-2.5% |
| Admin fee / account holder | $37 | $569-93.5% | $10,261-99.6% | $847-95.6% |