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 | $31,105 | $73,638-57.8% | $108,410-71.3% | $79,386-60.8% |
| Participation rate | 97.2% | 77.4%+19.8pp | 80.1%+17.1pp | 70.7%+26.5pp |
| Annual return | -3.57% | 33.27%-36.8pp | 905.27%-908.8pp | 116.85%-120.4pp |
| Employer contribution / active EE | $5,966 | $2,397+148.9% | $3,558+67.7% | $2,427+145.8% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,295-100.0% | $626-100.0% |