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 8-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 | $50,434 | $54,237-7.0% | $90,281-44.1% | $67,579-25.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 2.85% | 37.27%-34.4pp | 78.10%-75.3pp | 378.56%-375.7pp |
| Employer contribution / active EE | $2,518 | $1,846+36.4% | $2,854-11.8% | $2,148+17.3% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $96 | $123-22.1% | $5,351-98.2% | $142-32.5% |