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 10-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 | $30,459 | $65,557-53.5% | $105,738-71.2% | $56,287-45.9% |
| Participation rate | 97.1% | 63.4%+33.7pp | 76.3%+20.8pp | 69.9%+27.2pp |
| Annual return | -13.34% | -1.32%-12.0pp | 6.27%-19.6pp | -9.96%-3.4pp |
| Employer contribution / active EE | $4,961 | $1,788+177.5% | $3,268+51.8% | $2,111+135.0% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |