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 | $83,135 | $109,359-24.0% | $162,163-48.7% | $72,985+13.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | -4.48% | 25.46%-29.9pp | 115.59%-120.1pp | 81.00%-85.5pp |
| Employer contribution / active EE | $3,081 | $3,907-21.1% | $5,614-45.1% | $2,440+26.3% |
| Participant deferral / active EE | $2,747 | $5,481-49.9% | $7,298-62.4% | $3,607-23.8% |
| Admin fee / account holder | $18 | $7,972-99.8% | $10,843-99.8% | $5,124-99.6% |