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 | $38,375 | $57,606-33.4% | $67,313-43.0% | $75,289-49.0% |
| Participation rate | 97.3% | 68.2%+29.1pp | 69.1%+28.2pp | 72.4%+24.9pp |
| Annual return | -20.49% | -0.47%-20.0pp | -4.08%-16.4pp | -0.04%-20.4pp |
| Employer contribution / active EE | $2,207 | $2,2060% | $2,566-14.0% | $2,405-8.2% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $1 | $83-98.8% | $4,507-100.0% | $102-99.0% |