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 | $50,378 | $100,801-50.0% | $149,696-66.3% | $73,409-31.4% |
| Participation rate | 90.5% | 77.7%+12.8pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | 2.25% | 265.34%-263.1pp | 276.60%-274.3pp | 59.29%-57.0pp |
| Employer contribution / active EE | $2,067 | $3,312-37.6% | $4,644-55.5% | $2,234-7.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |