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 | $48,501 | $86,897-44.2% | $151,611-68.0% | $64,808-25.2% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -21.59% | -3.57%-18.0pp | 3.33%-24.9pp | 32.82%-54.4pp |
| Employer contribution / active EE | $1,978 | $4,010-50.7% | $6,166-67.9% | $2,506-21.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $153-97.9% | $11,616-100.0% | $188-98.3% |