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 | $38,550 | $70,428-45.3% | $96,562-60.1% | $85,850-55.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | -12.97% | 18.59%-31.6pp | 37.78%-50.8pp | 318.53%-331.5pp |
| Employer contribution / active EE | $2,532 | $1,413+79.2% | $2,356+7.4% | $2,565-1.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |