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 | $143,182 | $66,302+116.0% | $110,238+29.9% | $56,287+154.4% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.6pp | 69.9%+27.6pp |
| Annual return | -27.47% | -1.18%-26.3pp | 314.74%-342.2pp | -9.96%-17.5pp |
| Employer contribution / active EE | $18,868 | $2,047+821.7% | $3,826+393.1% | $2,111+793.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |