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 | $97,325 | $77,899+24.9% | $149,673-35.0% | $75,163+29.5% |
| Participation rate | 93.7% | 65.6%+28.1pp | 78.8%+14.9pp | 67.2%+26.5pp |
| Annual return | -7.43% | 31.72%-39.1pp | 134.42%-141.8pp | 160.62%-168.0pp |
| Employer contribution / active EE | $10,526 | $3,137+235.5% | $4,818+118.5% | $2,670+294.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |