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 9-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 | $78,212 | $69,159+13.1% | $125,175-37.5% | $67,579+15.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 7.38% | 27.12%-19.7pp | 43.79%-36.4pp | 378.56%-371.2pp |
| Employer contribution / active EE | $2,088 | $2,023+3.2% | $3,865-46.0% | $2,148-2.8% |
| Participant deferral / active EE | $2,940 | $3,700-20.5% | $4,937-40.5% | $3,539-16.9% |
| Admin fee / account holder | $17 | $142-88.2% | $9,702-99.8% | $142-88.2% |