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 | $106,255 | $2,679,533-96.0% | $164,813-35.5% | $199,593-46.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 12.63% | 17.93%-5.3pp | 69.93%-57.3pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,211 | $2,970-59.2% | $4,341-72.1% | $3,034-60.1% |
| Participant deferral / active EE | $5,975 | $5,010+19.3% | $6,031-0.9% | $5,087+17.5% |
| Admin fee / account holder | $95 | $1,982-95.2% | $12,690-99.3% | $269-64.6% |