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 | $35,380 | $38,365-7.8% | $84,611-58.2% | $65,185-45.7% |
| Participation rate | 86.5% | 55.7%+30.8pp | 68.2%+18.3pp | 70.2%+16.3pp |
| Annual return | -4.70% | 32.00%-36.7pp | 258.74%-263.4pp | 29.38%-34.1pp |
| Employer contribution / active EE | $1,273 | $1,258+1.2% | $2,652-52.0% | $2,177-41.5% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $451-98.6% | $4,912-99.9% | $847-99.3% |