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 | $47,044 | $69,159-32.0% | $125,175-62.4% | $67,579-30.4% |
| Participation rate | 99.0% | 78.2%+20.8pp | 79.8%+19.2pp | 71.3%+27.7pp |
| Annual return | -1.96% | 27.12%-29.1pp | 43.79%-45.8pp | 378.56%-380.5pp |
| Employer contribution / active EE | $4,899 | $2,023+142.1% | $3,865+26.7% | $2,148+128.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |