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 5-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 | $47,769 | $64,119-25.5% | $112,228-57.4% | $66,914-28.6% |
| Participation rate | 99.0% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.2pp |
| Annual return | -63.21% | -13.81%-49.4pp | 27.45%-90.7pp | 1.58%-64.8pp |
| Employer contribution / active EE | $24,893 | $3,005+728.3% | $3,635+584.9% | $2,544+878.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |