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 | $55,152 | $71,883-23.3% | $86,677-36.4% | $68,494-19.5% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -19.43% | 3.52%-23.0pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,425 | $2,173+11.6% | $2,836-14.5% | $2,596-6.6% |
| Participant deferral / active EE | $3,223 | $3,779-14.7% | $4,656-30.8% | $4,027-20.0% |
| Admin fee / account holder | $17 | $6,112-99.7% | $7,493-99.8% | $5,403-99.7% |