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 | $92,053 | $148,978-38.2% | $200,582-54.1% | $84,808+8.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.76% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,836 | $4,815+0.4% | $6,419-24.7% | $2,631+83.8% |
| Participant deferral / active EE | $4,009 | $7,142-43.9% | $9,331-57.0% | $4,212-4.8% |
| Admin fee / account holder | $15 | $13,977-99.9% | $16,305-99.9% | $7,344-99.8% |