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 | $51,112 | $71,516-28.5% | $98,439-48.1% | $71,457-28.5% |
| Participation rate | 98.8% | 72.7%+26.1pp | 75.2%+23.7pp | 67.9%+30.9pp |
| Annual return | 12.00% | 32.41%-20.4pp | 21.16%-9.2pp | 28.85%-16.9pp |
| Employer contribution / active EE | $2,386 | $2,399-0.5% | $3,048-21.7% | $2,588-7.8% |
| Participant deferral / active EE | $2,498 | $4,109-39.2% | $4,738-47.3% | $4,289-41.8% |
| Admin fee / account holder | $155 | $1,675-90.7% | $8,948-98.3% | $1,587-90.2% |