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 | $64,745 | $69,763-7.2% | $67,502-4.1% | $74,495-13.1% |
| Participation rate | 92.0% | 71.4%+20.7pp | 72.9%+19.1pp | 67.2%+24.8pp |
| Annual return | 10.57% | -40.34%+50.9pp | 3512.12%-3501.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,298 | $2,704-15.0% | $2,731-15.8% | $2,623-12.4% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |