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 | $49,950 | $56,767-12.0% | $101,794-50.9% | $85,563-41.6% |
| Participation rate | 96.9% | 57.6%+39.3pp | 69.2%+27.7pp | 66.0%+30.9pp |
| Annual return | -15.57% | 17.76%-33.3pp | 30.53%-46.1pp | 31.51%-47.1pp |
| Employer contribution / active EE | $1,664 | $1,112+49.6% | $2,289-27.3% | $2,654-37.3% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $12 | $1,098-98.9% | $8,777-99.9% | $834-98.6% |