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 6-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 | $124,591 | $131,799-5.5% | $200,582-37.9% | $85,563+45.6% |
| Participation rate | 95.5% | 87.9%+7.6pp | 86.9%+8.6pp | 66.0%+29.6pp |
| Annual return | 12.75% | 21.59%-8.8pp | 42.33%-29.6pp | 31.51%-18.8pp |
| Employer contribution / active EE | $2,476 | $4,532-45.4% | $6,419-61.4% | $2,654-6.7% |
| Participant deferral / active EE | $6,125 | $7,702-20.5% | $9,331-34.4% | $4,375+40.0% |
| Admin fee / account holder | $29 | $235-87.9% | $16,305-99.8% | $834-96.6% |