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 | $78,715 | $44,960+75.1% | $84,966-7.4% | $74,495+5.7% |
| Participation rate | 92.1% | 49.4%+42.7pp | 67.5%+24.6pp | 67.2%+24.9pp |
| Annual return | -6.89% | 26.24%-33.1pp | 66.38%-73.3pp | 1364.94%-1371.8pp |
| Employer contribution / active EE | $7,060 | $1,457+384.5% | $2,727+158.9% | $2,623+169.2% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |