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 7-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 | $62,737 | $57,831+8.5% | $82,389-23.9% | $85,563-26.7% |
| Participation rate | 74.1% | 55.0%+19.1pp | 69.5%+4.6pp | 66.0%+8.2pp |
| Annual return | -8.21% | 17.86%-26.1pp | 28.67%-36.9pp | 31.51%-39.7pp |
| Employer contribution / active EE | $5,135 | $1,643+212.6% | $2,517+104.0% | $2,654+93.5% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,391-100.0% | $7,231-100.0% | $834-100.0% |