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 | $112,649 | $82,683+36.2% | $133,980-15.9% | $65,292+72.5% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.1%+8.5pp | 72.4%+23.2pp |
| Annual return | -3.49% | 9.63%-13.1pp | 29.30%-32.8pp | 11.84%-15.3pp |
| Employer contribution / active EE | $3,165 | $3,583-11.7% | $5,211-39.3% | $2,302+37.5% |
| Participant deferral / active EE | $8,450 | $5,190+62.8% | $6,282+34.5% | $3,579+136.1% |
| Admin fee / account holder | $35 | $66-47.3% | $9,324-99.6% | $57-39.6% |