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 | $36,734 | $88,634-58.6% | $101,326-63.7% | $74,304-50.6% |
| Participation rate | 95.8% | 76.9%+18.9pp | 81.5%+14.3pp | 60.3%+35.4pp |
| Annual return | -10.10% | 33.10%-43.2pp | 36.82%-46.9pp | 29.43%-39.5pp |
| Employer contribution / active EE | $2,725 | $2,930-7.0% | $3,665-25.7% | $2,241+21.6% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |