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 | $86,745 | $66,098+31.2% | $101,794-14.8% | $74,304+16.7% |
| Participation rate | 93.9% | 53.8%+40.1pp | 69.2%+24.7pp | 60.3%+33.5pp |
| Annual return | 4.81% | 19.59%-14.8pp | 30.53%-25.7pp | 29.43%-24.6pp |
| Employer contribution / active EE | $1,205 | $1,082+11.5% | $2,289-47.3% | $2,241-46.2% |
| Participant deferral / active EE | $2,858 | $2,781+2.8% | $4,084-30.0% | $3,767-24.1% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |