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 | $61,799 | $102,553-39.7% | $151,611-59.2% | $66,914-7.6% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | -18.69% | -10.82%-7.9pp | 3.33%-22.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $4,050 | $4,180-3.1% | $6,166-34.3% | $2,544+59.2% |
| Participant deferral / active EE | $4,861 | $6,641-26.8% | $8,363-41.9% | $4,237+14.7% |
| Admin fee / account holder | $4 | $630-99.4% | $11,616-100.0% | $593-99.4% |