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 | $58,494 | $86,929-32.7% | $102,423-42.9% | $80,856-27.7% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.6%+30.4pp |
| Annual return | -14.35% | 18.88%-33.2pp | 29.32%-43.7pp | 35.59%-49.9pp |
| Employer contribution / active EE | $14,178 | $2,369+498.4% | $3,023+369.0% | $2,755+414.7% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |