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 | $50,145 | $72,607-30.9% | $90,749-44.7% | $66,914-25.1% |
| Participation rate | 98.1% | 73.7%+24.5pp | 75.7%+22.4pp | 69.8%+28.3pp |
| Annual return | -19.43% | -12.28%-7.1pp | -12.16%-7.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $3,815 | $2,369+61.0% | $2,921+30.6% | $2,544+49.9% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |