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 9-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 | $17,765 | $64,871-72.6% | $129,110-86.2% | $66,914-73.5% |
| Participation rate | 93.0% | 74.0%+19.0pp | 77.3%+15.7pp | 69.8%+23.2pp |
| Annual return | -21.43% | -12.21%-9.2pp | -10.94%-10.5pp | 1.58%-23.0pp |
| Employer contribution / active EE | $3,539 | $3,741-5.4% | $5,052-29.9% | $2,544+39.1% |
| Participant deferral / active EE | $5,345 | $5,090+5.0% | $6,542-18.3% | $4,237+26.1% |
| Admin fee / account holder | $28 | $629-95.6% | $14,302-99.8% | $593-95.4% |