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 | $37,011 | $91,407-59.5% | $135,903-72.8% | $71,457-48.2% |
| Participation rate | 96.4% | 75.7%+20.8pp | 81.9%+14.5pp | 67.9%+28.5pp |
| Annual return | -8.56% | 29.90%-38.5pp | 68.23%-76.8pp | 28.85%-37.4pp |
| Employer contribution / active EE | $5,628 | $3,703+52.0% | $4,856+15.9% | $2,588+117.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |