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 4-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 | $166,465 | $104,919+58.7% | $116,228+43.2% | $85,563+94.6% |
| Participation rate | 97.1% | 78.6%+18.5pp | 74.6%+22.5pp | 66.0%+31.1pp |
| Annual return | -15.54% | 15.38%-30.9pp | 90.06%-105.6pp | 31.51%-47.1pp |
| Employer contribution / active EE | $2,282 | $3,485-34.5% | $2,994-23.8% | $2,654-14.0% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $11,989-100.0% | $834-100.0% |