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 | $48,189 | $60,349-20.2% | $74,183-35.0% | $62,891-23.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.42% | 21.37%-25.8pp | 17.74%-22.2pp | 20.14%-24.6pp |
| Employer contribution / active EE | $1,199 | $1,680-28.7% | $2,370-49.4% | $2,281-47.4% |
| Participant deferral / active EE | $1,278 | $2,856-55.3% | $3,550-64.0% | $3,203-60.1% |
| Admin fee / account holder | $94 | $4,261-97.8% | $5,586-98.3% | $4,296-97.8% |