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 | $38,503 | $39,819-3.3% | $67,834-43.2% | $57,658-33.2% |
| Participation rate | 98.3% | 61.2%+37.1pp | 68.8%+29.5pp | 70.2%+28.1pp |
| Annual return | 2.20% | 9.19%-7.0pp | 138.47%-136.3pp | 5.13%-2.9pp |
| Employer contribution / active EE | $1,568 | $1,277+22.8% | $2,403-34.8% | $1,974-20.6% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $4,622-100.0% | $95-100.0% |