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 | $25,571 | $89,652-71.5% | $141,162-81.9% | $65,185-60.8% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.8pp | 70.2%+29.0pp |
| Annual return | -9.49% | 32.79%-42.3pp | 71.39%-80.9pp | 29.38%-38.9pp |
| Employer contribution / active EE | $4,969 | $3,065+62.1% | $4,735+4.9% | $2,177+128.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |