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 | $72,684 | $62,324+16.6% | $68,509+6.1% | $55,191+31.7% |
| Participation rate | 99.0% | 78.9%+20.1pp | 74.7%+24.3pp | 69.2%+29.9pp |
| Annual return | -17.50% | 4.26%-21.8pp | 8.27%-25.8pp | 10.78%-28.3pp |
| Employer contribution / active EE | $7,556 | $2,223+239.9% | $2,278+231.7% | $1,899+298.0% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |