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 | $43,172 | $93,571-53.9% | $135,903-68.2% | $75,163-42.6% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | -19.49% | 30.90%-50.4pp | 68.23%-87.7pp | 160.62%-180.1pp |
| Employer contribution / active EE | $22,007 | $3,537+522.3% | $4,856+353.2% | $2,670+724.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |