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 | $72,169 | $65,223+10.6% | $80,019-9.8% | $55,725+29.5% |
| Participation rate | 98.9% | 80.6%+18.4pp | 75.8%+23.1pp | 70.9%+28.1pp |
| Annual return | -12.49% | 7.59%-20.1pp | 11.22%-23.7pp | 244.93%-257.4pp |
| Employer contribution / active EE | $18,786 | $2,544+638.5% | $2,468+661.2% | $2,078+804.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $114-99.4% | $6,521-100.0% | $115-99.4% |