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 | $154,762 | $72,254+114.2% | $86,677+78.6% | $64,808+138.8% |
| Participation rate | 96.1% | 80.4%+15.7pp | 76.6%+19.5pp | 71.5%+24.6pp |
| Annual return | -23.86% | 392.42%-416.3pp | 35.91%-59.8pp | 32.82%-56.7pp |
| Employer contribution / active EE | $8,815 | $2,393+268.4% | $2,836+210.8% | $2,506+251.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |