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 6-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 | $26,374 | $44,897-41.3% | $84,966-69.0% | $199,593-86.8% |
| Participation rate | 95.1% | 45.7%+49.4pp | 67.5%+27.6pp | 72.0%+23.2pp |
| Annual return | 2.76% | 20.96%-18.2pp | 66.38%-63.6pp | 34.25%-31.5pp |
| Employer contribution / active EE | $3,633 | $1,365+166.1% | $2,727+33.2% | $3,034+19.7% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |