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 | $42,117 | $84,487-50.1% | $125,339-66.4% | $66,914-37.1% |
| Participation rate | 93.5% | 76.4%+17.1pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | -19.42% | -8.39%-11.0pp | 572.05%-591.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $2,207 | $3,553-37.9% | $4,814-54.1% | $2,544-13.2% |
| Participant deferral / active EE | $3,451 | $6,781-49.1% | $7,446-53.7% | $4,237-18.5% |
| Admin fee / account holder | $20 | $685-97.1% | $10,010-99.8% | $593-96.6% |