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 | $60,220 | $86,225-30.2% | $146,665-58.9% | $86,799-30.6% |
| Participation rate | 94.9% | 78.0%+17.0pp | 80.1%+14.9pp | 72.3%+22.7pp |
| Annual return | 0.16% | 31.23%-31.1pp | 22.74%-22.6pp | 97.91%-97.7pp |
| Employer contribution / active EE | $31,572 | $2,392+1219.9% | $4,136+663.3% | $2,405+1212.6% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $195-99.5% | $10,280-100.0% | $170-99.4% |