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 | $29,763 | $82,202-63.8% | $125,339-76.3% | $64,808-54.1% |
| Participation rate | 94.9% | 77.9%+17.1pp | 82.4%+12.6pp | 71.5%+23.5pp |
| Annual return | -17.70% | 3.48%-21.2pp | 572.05%-589.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,676 | $3,615-53.6% | $4,814-65.2% | $2,506-33.1% |
| Participant deferral / active EE | $4,209 | $7,175-41.3% | $7,446-43.5% | $4,310-2.3% |
| Admin fee / account holder | $19 | $163-88.5% | $10,010-99.8% | $188-90.0% |