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 | $29,529 | $80,717-63.4% | $154,803-80.9% | $84,808-65.2% |
| Participation rate | 95.5% | 66.8%+28.7pp | 78.1%+17.4pp | 68.3%+27.2pp |
| Annual return | 12.52% | 37.96%-25.4pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,178 | $2,761+15.1% | $4,305-26.2% | $2,631+20.8% |
| Participant deferral / active EE | $3,416 | $3,303+3.4% | $5,540-38.3% | $4,212-18.9% |
| Admin fee / account holder | $86 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |