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 | $94,918 | $65,862+44.1% | $124,672-23.9% | $79,386+19.6% |
| Participation rate | 88.1% | 62.2%+25.8pp | 74.6%+13.5pp | 70.7%+17.4pp |
| Annual return | 7.00% | 19.02%-12.0pp | 5142.93%-5135.9pp | 116.85%-109.9pp |
| Employer contribution / active EE | $4,049 | $1,883+115.0% | $3,324+21.8% | $2,427+66.8% |
| Participant deferral / active EE | $4,941 | $2,772+78.2% | $4,614+7.1% | $4,046+22.1% |
| Admin fee / account holder | $176 | $673-73.9% | $7,493-97.7% | $626-71.9% |