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 | $143,551 | $130,194+10.3% | $169,993-15.6% | $71,457+100.9% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.0%-0.3pp | 67.9%+18.8pp |
| Annual return | -9.79% | 20.37%-30.2pp | 53.37%-63.2pp | 28.85%-38.6pp |
| Employer contribution / active EE | $3,070 | $4,381-29.9% | $6,785-54.8% | $2,588+18.7% |
| Participant deferral / active EE | $4,912 | $6,923-29.0% | $10,408-52.8% | $4,289+14.5% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |