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 | $20,885 | $56,897-63.3% | $84,750-75.4% | $62,891-66.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.19% | 6.30%-10.5pp | 22.78%-27.0pp | 20.14%-24.3pp |
| Employer contribution / active EE | $3,420 | $2,400+42.5% | $3,574-4.3% | $2,281+49.9% |
| Participant deferral / active EE | $1,544 | $2,709-43.0% | $3,712-58.4% | $3,203-51.8% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |