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 | $83,445 | $86,655-3.7% | $119,609-30.2% | $66,914+24.7% |
| Participation rate | 96.5% | 75.6%+21.0pp | 79.3%+17.3pp | 69.8%+26.7pp |
| Annual return | -21.22% | -8.00%-13.2pp | -14.97%-6.3pp | 1.58%-22.8pp |
| Employer contribution / active EE | $21,638 | $2,536+753.3% | $4,232+411.3% | $2,544+750.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |