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 | $53,654 | $82,917-35.3% | $103,333-48.1% | $77,643-30.9% |
| Participation rate | 91.8% | 71.6%+20.2pp | 74.5%+17.2pp | 70.6%+21.2pp |
| Annual return | 11.00% | 19.13%-8.1pp | 24.88%-13.9pp | 31.24%-20.2pp |
| Employer contribution / active EE | $3,066 | $3,552-13.7% | $3,868-20.7% | $2,726+12.5% |
| Participant deferral / active EE | $5,303 | $4,108+29.1% | $5,057+4.8% | $4,647+14.1% |
| Admin fee / account holder | $39 | $638-93.9% | $8,355-99.5% | $430-90.9% |