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 | $59,547 | $129,021-53.8% | $184,203-67.7% | $77,643-23.3% |
| Participation rate | 97.6% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 12.21% | 33.27%-21.1pp | 28.81%-16.6pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,822 | $4,413-58.7% | $6,427-71.7% | $2,726-33.2% |
| Participant deferral / active EE | $4,317 | $7,297-40.8% | $9,131-52.7% | $4,647-7.1% |
| Admin fee / account holder | $46 | $254-81.7% | $13,901-99.7% | $430-89.2% |