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 | $50,866 | $69,362-26.7% | $101,248-49.8% | $73,488-30.8% |
| Participation rate | 99.0% | 68.4%+30.7pp | 75.8%+23.2pp | 70.7%+28.4pp |
| Annual return | -8.35% | 18.46%-26.8pp | 46.47%-54.8pp | 28.51%-36.9pp |
| Employer contribution / active EE | $10,422 | $2,628+296.5% | $3,660+184.8% | $2,270+359.1% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |