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 | $84,405 | $48,364+74.5% | $71,796+17.6% | $62,891+34.2% |
| Participation rate | 72.9% | 60.6%+12.3pp | 69.1%+3.8pp | 69.3%+3.6pp |
| Annual return | 0.65% | 13.16%-12.5pp | 78.04%-77.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $855 | $1,042-17.9% | $1,924-55.6% | $2,281-62.5% |
| Participant deferral / active EE | $2,164 | $2,091+3.5% | $2,794-22.6% | $3,203-32.4% |
| Admin fee / account holder | $3 | $3,771-99.9% | $4,815-99.9% | $4,296-99.9% |