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 | $40,932 | $92,971-56.0% | $96,683-57.7% | $74,419-45.0% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.3%+24.5pp | 70.7%+28.2pp |
| Annual return | -6.99% | 37.49%-44.5pp | 35.69%-42.7pp | 34.38%-41.4pp |
| Employer contribution / active EE | $3,826 | $3,426+11.7% | $3,737+2.4% | $2,637+45.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $4 | $633-99.4% | $6,730-99.9% | $348-98.9% |