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 | $55,676 | $44,960+23.8% | $84,966-34.5% | $74,495-25.3% |
| Participation rate | 77.7% | 49.4%+28.4pp | 67.5%+10.2pp | 67.2%+10.5pp |
| Annual return | -9.03% | 26.24%-35.3pp | 66.38%-75.4pp | 1364.94%-1374.0pp |
| Employer contribution / active EE | $3,265 | $1,457+124.0% | $2,727+19.7% | $2,623+24.5% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |