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 | $65,336 | $43,133+51.5% | $89,391-26.9% | $73,488-11.1% |
| Participation rate | 88.2% | 55.0%+33.2pp | 68.0%+20.2pp | 70.7%+17.5pp |
| Annual return | 1.17% | 135.66%-134.5pp | 245.62%-244.4pp | 28.51%-27.3pp |
| Employer contribution / active EE | $5,069 | $1,438+252.6% | $2,586+96.1% | $2,270+123.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |