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 | $128,572 | $132,049-2.6% | $200,582-35.9% | $74,304+73.0% |
| Participation rate | 95.7% | 84.1%+11.7pp | 86.9%+8.9pp | 60.3%+35.4pp |
| Annual return | 13.52% | 22.22%-8.7pp | 42.33%-28.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $8,687 | $4,558+90.6% | $6,419+35.3% | $2,241+287.6% |
| Participant deferral / active EE | $6,788 | $7,213-5.9% | $9,331-27.3% | $3,767+80.2% |
| Admin fee / account holder | $19 | $2,405-99.2% | $16,305-99.9% | $2,969-99.4% |