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 | $25,789 | $67,598-61.8% | $75,886-66.0% | $77,787-66.8% |
| Participation rate | 96.8% | 69.6%+27.3pp | 69.3%+27.5pp | 73.2%+23.6pp |
| Annual return | -30.81% | 23.18%-54.0pp | 30.76%-61.6pp | 32.57%-63.4pp |
| Employer contribution / active EE | $2,072 | $2,430-14.7% | $2,500-17.1% | $2,504-17.3% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $2 | $96-98.3% | $5,418-100.0% | $100-98.3% |