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 | $25,856 | $49,280-47.5% | $67,313-61.6% | $64,186-59.7% |
| Participation rate | 95.9% | 60.8%+35.1pp | 69.1%+26.8pp | 69.6%+26.4pp |
| Annual return | -18.04% | -1.39%-16.7pp | -4.08%-14.0pp | 7.63%-25.7pp |
| Employer contribution / active EE | $9,164 | $1,668+449.2% | $2,566+257.2% | $2,381+284.9% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |