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 | $47,443 | $95,274-50.2% | $135,903-65.1% | $74,419-36.2% |
| Participation rate | 73.0% | 78.2%-5.2pp | 81.9%-8.9pp | 70.7%+2.3pp |
| Annual return | -2.49% | 32.77%-35.3pp | 68.23%-70.7pp | 34.38%-36.9pp |
| Employer contribution / active EE | $2,252 | $3,874-41.9% | $4,856-53.6% | $2,637-14.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |