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 | $32,467 | $66,310-51.0% | $93,606-65.3% | $65,185-50.2% |
| Participation rate | 93.6% | 74.0%+19.6pp | 75.8%+17.8pp | 70.2%+23.4pp |
| Annual return | 16.78% | 42.58%-25.8pp | 32.76%-16.0pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,552 | $2,012-22.8% | $2,718-42.9% | $2,177-28.7% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $6,897-100.0% | $7,888-100.0% | $847-99.9% |