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 5-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 | $19,195 | $37,393-48.7% | $77,024-75.1% | $66,914-71.3% |
| Participation rate | 95.8% | 52.9%+42.9pp | 67.9%+27.9pp | 69.8%+26.0pp |
| Annual return | -30.43% | -3.29%-27.1pp | 42.32%-72.7pp | 1.58%-32.0pp |
| Employer contribution / active EE | $7,350 | $1,531+380.1% | $2,812+161.4% | $2,544+188.9% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |