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 | $48,253 | $56,095-14.0% | $178,490-73.0% | $90,288-46.6% |
| Participation rate | 97.2% | 65.6%+31.6pp | 81.9%+15.3pp | 73.4%+23.8pp |
| Annual return | -20.45% | 28.81%-49.3pp | 151.07%-171.5pp | 53.97%-74.4pp |
| Employer contribution / active EE | $5,183 | $1,572+229.6% | $5,011+3.4% | $2,524+105.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |