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 | $36,389 | $85,135-57.3% | $98,907-63.2% | $73,409-50.4% |
| Participation rate | 98.6% | 81.1%+17.5pp | 76.0%+22.6pp | 72.2%+26.4pp |
| Annual return | -1.33% | 19.14%-20.5pp | 196.43%-197.8pp | 59.29%-60.6pp |
| Employer contribution / active EE | $4,198 | $2,721+54.3% | $2,689+56.1% | $2,234+88.0% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |