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 | $44,522 | $35,986+23.7% | $77,482-42.5% | $73,488-39.4% |
| Participation rate | 94.9% | 40.8%+54.1pp | 54.2%+40.8pp | 70.7%+24.3pp |
| Annual return | -2.62% | 19.26%-21.9pp | 54.79%-57.4pp | 28.51%-31.1pp |
| Employer contribution / active EE | $5,906 | $557+959.6% | $986+498.7% | $2,270+160.2% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $466-99.9% | $2,858-100.0% | $513-99.9% |