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 | $97,240 | $40,174+142.0% | $84,015+15.7% | $67,579+43.9% |
| Participation rate | 99.3% | 62.7%+36.6pp | 69.0%+30.3pp | 71.3%+28.0pp |
| Annual return | -1.54% | 25.82%-27.4pp | 71.31%-72.9pp | 378.56%-380.1pp |
| Employer contribution / active EE | $10,467 | $808+1196.1% | $1,983+427.7% | $2,148+387.3% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |