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 | $80,036 | $82,978-3.5% | $129,995-38.4% | $71,457+12.0% |
| Participation rate | 96.9% | 74.1%+22.8pp | 78.5%+18.4pp | 67.9%+29.0pp |
| Annual return | -18.84% | 20.60%-39.4pp | -137.18%+118.3pp | 28.85%-47.7pp |
| Employer contribution / active EE | $22,930 | $2,622+774.6% | $4,320+430.8% | $2,588+786.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |