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 | $101,177 | $69,763+45.0% | $67,502+49.9% | $74,495+35.8% |
| Participation rate | 92.4% | 71.4%+21.0pp | 72.9%+19.5pp | 67.2%+25.2pp |
| Annual return | 11.38% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,364 | $2,704-12.6% | $2,731-13.4% | $2,623-9.9% |
| Participant deferral / active EE | $4,157 | $3,636+14.3% | $4,000+3.9% | $4,346-4.3% |
| Admin fee / account holder | $240 | $896-73.2% | $3,998-94.0% | $1,942-87.6% |