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 5-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 | $58,870 | $66,098-10.9% | $101,794-42.2% | $74,304-20.8% |
| Participation rate | 98.0% | 53.8%+44.3pp | 69.2%+28.9pp | 60.3%+37.7pp |
| Annual return | -5.31% | 19.59%-24.9pp | 30.53%-35.8pp | 29.43%-34.7pp |
| Employer contribution / active EE | $5,662 | $1,082+423.5% | $2,289+147.3% | $2,241+152.6% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |