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 | $75,993 | $65,557+15.9% | $64,056+18.6% | $71,457+6.3% |
| Participation rate | 71.8% | 73.2%-1.3pp | 72.3%-0.5pp | 67.9%+3.9pp |
| Annual return | 11.54% | 18.94%-7.4pp | 33.69%-22.2pp | 28.85%-17.3pp |
| Employer contribution / active EE | $7,537 | $2,669+182.4% | $2,747+174.4% | $2,588+191.3% |
| Participant deferral / active EE | $2,436 | $3,626-32.8% | $3,880-37.2% | $4,289-43.2% |
| Admin fee / account holder | $133 | $616-78.5% | $3,068-95.7% | $1,587-91.7% |