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 | $56,282 | $88,890-36.7% | $102,423-45.1% | $77,643-27.5% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | -4.24% | 24.98%-29.2pp | 29.32%-33.6pp | 31.24%-35.5pp |
| Employer contribution / active EE | $2,871 | $2,698+6.4% | $3,023-5.0% | $2,726+5.3% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | -$0 | $235-100.1% | $9,451-100.0% | $430-100.0% |