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 | $52,138 | $78,485-33.6% | $106,213-50.9% | $74,495-30.0% |
| Participation rate | 98.9% | 72.8%+26.1pp | 75.3%+23.6pp | 67.2%+31.7pp |
| Annual return | -7.79% | 15.95%-23.7pp | 116.14%-123.9pp | 1364.94%-1372.7pp |
| Employer contribution / active EE | $4,665 | $2,523+84.9% | $3,171+47.1% | $2,623+77.8% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |