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 | $20,368 | $54,590-62.7% | $81,930-75.1% | $73,488-72.3% |
| Participation rate | 86.8% | 68.3%+18.5pp | 72.0%+14.8pp | 70.7%+16.2pp |
| Annual return | -1.89% | 17.74%-19.6pp | 29.49%-31.4pp | 28.51%-30.4pp |
| Employer contribution / active EE | $537 | $1,636-67.2% | $4,310-87.5% | $2,270-76.3% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |