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 7-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 | $51,972 | $48,313+7.6% | $73,307-29.1% | $52,331-0.7% |
| Participation rate | 87.0% | 68.6%+18.5pp | 74.9%+12.1pp | 68.1%+18.9pp |
| Annual return | -13.11% | 3.85%-17.0pp | 5.67%-18.8pp | 4.54%-17.7pp |
| Employer contribution / active EE | $4,824 | $1,661+190.4% | $3,237+49.0% | $1,882+156.4% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $404-99.4% | $5,637-100.0% | $592-99.6% |