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 | $28,900 | $54,320-46.8% | $67,652-57.3% | $52,331-44.8% |
| Participation rate | 98.9% | 73.6%+25.4pp | 75.7%+23.3pp | 68.1%+30.8pp |
| Annual return | -5.56% | 6.81%-12.4pp | 6625.04%-6630.6pp | 4.54%-10.1pp |
| Employer contribution / active EE | $2,331 | $1,544+51.0% | $2,266+2.9% | $1,882+23.9% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $176 | $527-66.6% | $4,821-96.3% | $592-70.2% |