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 | $184,731 | $155,795+18.6% | $136,294+35.5% | $69,631+165.3% |
| Participation rate | 99.5% | 75.2%+24.3pp | 81.9%+17.6pp | 70.7%+28.9pp |
| Annual return | 11.04% | 232464.33%-232453.3pp | 5155.94%-5144.9pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $2,900 | $2,991-3.0% | $4,695-38.2% | $2,032+42.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |