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 | $74,657 | $106,028-29.6% | $146,958-49.2% | $77,643-3.8% |
| Participation rate | 87.2% | 78.4%+8.9pp | 82.2%+5.1pp | 70.6%+16.7pp |
| Annual return | 3.12% | 56.73%-53.6pp | 418.34%-415.2pp | 31.24%-28.1pp |
| Employer contribution / active EE | $3,597 | $4,063-11.5% | $4,933-27.1% | $2,726+32.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |