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 | $111,379 | $98,727+12.8% | $113,168-1.6% | $85,563+30.2% |
| Participation rate | 99.0% | 80.8%+18.2pp | 76.6%+22.4pp | 66.0%+33.0pp |
| Annual return | 12.27% | 17.43%-5.2pp | 24.27%-12.0pp | 31.51%-19.2pp |
| Employer contribution / active EE | $10,577 | $2,907+263.9% | $2,975+255.5% | $2,654+298.6% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |