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 | $31,608 | $52,639-40.0% | $185,117-82.9% | $62,292-49.3% |
| Participation rate | 99.3% | 63.9%+35.5pp | 77.3%+22.1pp | 69.5%+29.8pp |
| Annual return | -0.11% | 19.57%-19.7pp | 40.50%-40.6pp | 28.90%-29.0pp |
| Employer contribution / active EE | $1,020 | $1,483-31.2% | $4,182-75.6% | $2,042-50.0% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |