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 | $22,160 | $44,764-50.5% | $68,791-67.8% | $64,808-65.8% |
| Participation rate | 92.7% | 64.8%+27.9pp | 69.0%+23.7pp | 71.5%+21.2pp |
| Annual return | -19.02% | -10.91%-8.1pp | -6.38%-12.6pp | 32.82%-51.8pp |
| Employer contribution / active EE | $1,804 | $1,775+1.6% | $2,655-32.1% | $2,506-28.0% |
| Participant deferral / active EE | $3,526 | $3,238+8.9% | $3,941-10.5% | $4,310-18.2% |
| Admin fee / account holder | $18 | $151-88.3% | $4,932-99.6% | $188-90.6% |