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 | $48,138 | $58,879-18.2% | $178,490-73.0% | $73,488-34.5% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.6pp | 70.7%+18.9pp |
| Annual return | 0.70% | 24.86%-24.2pp | 151.07%-150.4pp | 28.51%-27.8pp |
| Employer contribution / active EE | $3,371 | $2,236+50.8% | $5,011-32.7% | $2,270+48.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |