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 | $42,215 | $84,487-50.0% | $125,339-66.3% | $66,914-36.9% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -28.28% | -8.39%-19.9pp | 572.05%-600.3pp | 1.58%-29.9pp |
| Employer contribution / active EE | $9,208 | $3,553+159.2% | $4,814+91.3% | $2,544+261.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |