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 9-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 | $64,112 | $37,393+71.5% | $77,024-16.8% | $66,914-4.2% |
| Participation rate | 97.8% | 52.9%+44.9pp | 67.9%+29.9pp | 69.8%+28.0pp |
| Annual return | -22.21% | -3.29%-18.9pp | 42.32%-64.5pp | 1.58%-23.8pp |
| Employer contribution / active EE | $9,680 | $1,531+532.3% | $2,812+244.2% | $2,544+280.5% |
| 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% |