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 | $41,972 | $78,485-46.5% | $106,213-60.5% | $74,495-43.7% |
| Participation rate | 95.0% | 72.8%+22.2pp | 75.3%+19.8pp | 67.2%+27.8pp |
| Annual return | -20.38% | 15.95%-36.3pp | 116.14%-136.5pp | 1364.94%-1385.3pp |
| Employer contribution / active EE | $4,045 | $2,523+60.3% | $3,171+27.5% | $2,623+54.2% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |