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 | $83,629 | $91,407-8.5% | $135,903-38.5% | $71,457+17.0% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | -12.44% | 29.90%-42.3pp | 68.23%-80.7pp | 28.85%-41.3pp |
| Employer contribution / active EE | $2,461 | $3,703-33.5% | $4,856-49.3% | $2,588-4.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |