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 | $65,329 | $56,767+15.1% | $101,794-35.8% | $85,563-23.6% |
| Participation rate | 93.7% | 57.6%+36.1pp | 69.2%+24.5pp | 66.0%+27.7pp |
| Annual return | -16.66% | 17.76%-34.4pp | 30.53%-47.2pp | 31.51%-48.2pp |
| Employer contribution / active EE | $2,952 | $1,112+165.4% | $2,289+29.0% | $2,654+11.3% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |