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 | $104,428 | $122,239-14.6% | $184,203-43.3% | $74,495+40.2% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 8.32% | 19.95%-11.6pp | 28.81%-20.5pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $2,261 | $4,537-50.2% | $6,427-64.8% | $2,623-13.8% |
| Participant deferral / active EE | $4,216 | $7,139-40.9% | $9,131-53.8% | $4,346-3.0% |
| Admin fee / account holder | $14 | $1,260-98.9% | $13,901-99.9% | $1,942-99.3% |