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 | $109,776 | $76,670+43.2% | $96,683+13.5% | $71,457+53.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 4.48% | 48.29%-43.8pp | 35.69%-31.2pp | 28.85%-24.4pp |
| Employer contribution / active EE | $4,392 | $3,031+44.9% | $3,737+17.5% | $2,588+69.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $24 | $2,028-98.8% | $6,730-99.6% | $1,587-98.5% |