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 | $40,970 | $72,277-43.3% | $101,248-59.5% | $79,858-48.7% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | -7.27% | 22.30%-29.6pp | 46.47%-53.7pp | 31.71%-39.0pp |
| Employer contribution / active EE | $5,975 | $2,692+122.0% | $3,660+63.3% | $2,471+141.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |