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 | $52,854 | $78,422-32.6% | $95,952-44.9% | $79,858-33.8% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.1pp |
| Annual return | -16.64% | 19.37%-36.0pp | 91.61%-108.3pp | 31.71%-48.4pp |
| Employer contribution / active EE | $4,704 | $1,945+141.8% | $2,541+85.1% | $2,471+90.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |