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 | $50,527 | $71,883-29.7% | $86,677-41.7% | $68,494-26.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.93% | 3.52%-22.5pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $9,035 | $2,173+315.8% | $2,836+218.5% | $2,596+248.0% |
| Participant deferral / active EE | $1,981 | $3,779-47.6% | $4,656-57.5% | $4,027-50.8% |
| Admin fee / account holder | $1 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |