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 | $67,896 | $49,138+38.2% | $84,015-19.2% | $65,185+4.2% |
| Participation rate | 98.7% | 60.7%+37.9pp | 69.0%+29.7pp | 70.2%+28.5pp |
| Annual return | -6.86% | 23.00%-29.9pp | 71.31%-78.2pp | 29.38%-36.2pp |
| Employer contribution / active EE | $11,684 | $914+1178.7% | $1,983+489.1% | $2,177+436.8% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |