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 | $24,387 | $32,425-24.8% | $74,583-67.3% | $55,167-55.8% |
| Participation rate | 95.2% | 54.0%+41.2pp | 68.1%+27.1pp | 69.0%+26.2pp |
| Annual return | -17.91% | 10.63%-28.5pp | 20.47%-38.4pp | 169.23%-187.1pp |
| Employer contribution / active EE | $3,871 | $1,043+271.0% | $2,525+53.3% | $1,963+97.2% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $748-99.9% | $4,138-100.0% | $504-99.9% |