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 | $78,261 | $54,701+43.1% | $86,188-9.2% | $71,457+9.5% |
| Participation rate | 86.2% | 60.1%+26.0pp | 69.0%+17.2pp | 67.9%+18.2pp |
| Annual return | 3.94% | 20.06%-16.1pp | 1168.45%-1164.5pp | 28.85%-24.9pp |
| Employer contribution / active EE | $1,330 | $1,265+5.1% | $2,380-44.1% | $2,588-48.6% |
| Participant deferral / active EE | $2,920 | $3,108-6.1% | $3,985-26.7% | $4,289-31.9% |
| Admin fee / account holder | $2 | $1,922-99.9% | $6,852-100.0% | $1,587-99.9% |