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 | $83,888 | $104,317-19.6% | $159,436-47.4% | $86,799-3.4% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.8%+14.1pp | 72.3%+24.7pp |
| Annual return | 12.16% | 26.32%-14.2pp | 263.57%-251.4pp | 97.91%-85.7pp |
| Employer contribution / active EE | $2,078 | $3,451-39.8% | $4,829-57.0% | $2,405-13.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |