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 | $39,969 | $43,133-7.3% | $89,391-55.3% | $73,488-45.6% |
| Participation rate | 73.9% | 55.0%+19.0pp | 68.0%+5.9pp | 70.7%+3.2pp |
| Annual return | 1.84% | 135.66%-133.8pp | 245.62%-243.8pp | 28.51%-26.7pp |
| Employer contribution / active EE | $1,952 | $1,438+35.8% | $2,586-24.5% | $2,270-14.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |