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 5-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 | $44,466 | $86,897-48.8% | $151,611-70.7% | $64,808-31.4% |
| Participation rate | 73.6% | 87.3%-13.7pp | 87.5%-13.9pp | 71.5%+2.1pp |
| Annual return | -19.27% | -3.57%-15.7pp | 3.33%-22.6pp | 32.82%-52.1pp |
| Employer contribution / active EE | $3,223 | $4,010-19.6% | $6,166-47.7% | $2,506+28.6% |
| Participant deferral / active EE | $5,144 | $6,690-23.1% | $8,363-38.5% | $4,310+19.3% |
| Admin fee / account holder | $19 | $153-87.6% | $11,616-99.8% | $188-89.9% |