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 | $91,793 | $46,553+97.2% | $64,056+43.3% | $75,163+22.1% |
| Participation rate | 89.2% | 65.9%+23.3pp | 72.3%+16.9pp | 67.2%+22.0pp |
| Annual return | 9.85% | 26.03%-16.2pp | 33.69%-23.8pp | 160.62%-150.8pp |
| Employer contribution / active EE | $6,521 | $1,974+230.4% | $2,747+137.4% | $2,670+144.3% |
| Participant deferral / active EE | $3,559 | $2,837+25.5% | $3,880-8.3% | $4,125-13.7% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |