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 | $87,737 | $64,119+36.8% | $112,228-21.8% | $66,914+31.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -34.60% | -13.81%-20.8pp | 27.45%-62.1pp | 1.58%-36.2pp |
| Employer contribution / active EE | $3,612 | $3,005+20.2% | $3,635-0.6% | $2,544+42.0% |
| Participant deferral / active EE | $3,796 | $3,693+2.8% | $4,728-19.7% | $4,237-10.4% |
| Admin fee / account holder | $4 | $625-99.4% | $6,410-99.9% | $593-99.3% |