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 | $25,668 | $58,264-55.9% | $86,612-70.4% | $71,457-64.1% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | -4.98% | 21.63%-26.6pp | 591.07%-596.0pp | 28.85%-33.8pp |
| Employer contribution / active EE | $5,012 | $2,574+94.7% | $3,022+65.8% | $2,588+93.7% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |