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 7-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 | $71,412 | $80,138-10.9% | $130,231-45.2% | $71,457-0.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | -15.78% | 16.81%-32.6pp | 38.77%-54.6pp | 28.85%-44.6pp |
| Employer contribution / active EE | $4,693 | $2,834+65.6% | $4,126+13.8% | $2,588+81.4% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,020-100.0% | $1,587-100.0% |