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 | $78,657 | $52,626+49.5% | $98,442-20.1% | $93,030-15.4% |
| Participation rate | 99.0% | 65.3%+33.7pp | 73.3%+25.7pp | 73.9%+25.1pp |
| Annual return | 0.70% | 16.95%-16.2pp | 1492.73%-1492.0pp | 158.70%-158.0pp |
| Employer contribution / active EE | $5,038 | $1,894+166.0% | $2,960+70.2% | $2,706+86.2% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,949-100.0% | $152-100.0% |