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 3-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 | $41,352 | $45,031-8.2% | $84,966-51.3% | $77,643-46.7% |
| Participation rate | 97.7% | 48.7%+49.1pp | 67.5%+30.2pp | 70.6%+27.2pp |
| Annual return | -14.50% | 79.22%-93.7pp | 66.38%-80.9pp | 31.24%-45.7pp |
| Employer contribution / active EE | $7,113 | $1,609+342.0% | $2,727+160.8% | $2,726+161.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |