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 6-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 | $62,090 | $69,362-10.5% | $101,248-38.7% | $73,488-15.5% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | -37.04% | 18.46%-55.5pp | 46.47%-83.5pp | 28.51%-65.5pp |
| Employer contribution / active EE | $24,797 | $2,628+843.4% | $3,660+577.6% | $2,270+992.3% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |