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 | $168,311 | $82,664+103.6% | $125,339+34.3% | $68,494+145.7% |
| Participation rate | 91.1% | 75.0%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -49.55% | -5.97%-43.6pp | 572.05%-621.6pp | -7.84%-41.7pp |
| Employer contribution / active EE | $12,065 | $3,381+256.8% | $4,814+150.6% | $2,596+364.7% |
| Participant deferral / active EE | $21,934 | $6,110+259.0% | $7,446+194.6% | $4,027+444.6% |
| Admin fee / account holder | -$3 | $6,275-100.0% | $10,010-100.0% | $5,403-100.1% |