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 | $65,774 | $71,050-7.4% | $93,606-29.7% | $80,856-18.7% |
| Participation rate | 98.9% | 60.4%+38.5pp | 68.7%+30.2pp | 67.6%+31.3pp |
| Annual return | -4.80% | 11.26%-16.1pp | 133.20%-138.0pp | 35.59%-40.4pp |
| Employer contribution / active EE | $3,590 | $1,564+129.6% | $2,420+48.4% | $2,755+30.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13 | $6,945-99.8% | $8,285-99.8% | $6,918-99.8% |