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 | $27,680 | $51,466-46.2% | $78,778-64.9% | $62,292-55.6% |
| Participation rate | 83.3% | 59.8%+23.5pp | 69.2%+14.1pp | 69.5%+13.8pp |
| Annual return | 2.31% | 19.96%-17.6pp | 35.62%-33.3pp | 28.90%-26.6pp |
| Employer contribution / active EE | $896 | $827+8.3% | $1,986-54.9% | $2,042-56.1% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |