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 | $57,195 | $47,456+20.5% | $172,739-66.9% | $77,787-26.5% |
| Participation rate | 85.5% | 66.3%+19.2pp | 82.6%+2.8pp | 73.2%+12.2pp |
| Annual return | 0.41% | 35.57%-35.2pp | 802.84%-802.4pp | 32.57%-32.2pp |
| Employer contribution / active EE | $5,136 | $1,574+226.3% | $5,143-0.1% | $2,504+105.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |