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 | $25,554 | $63,764-59.9% | $81,930-68.8% | $79,858-68.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -1.44% | 22.66%-24.1pp | 29.49%-30.9pp | 31.71%-33.2pp |
| Employer contribution / active EE | $7,488 | $1,795+317.1% | $4,310+73.7% | $2,471+203.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |