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 | $42,883 | $89,652-52.2% | $141,162-69.6% | $65,185-34.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -6.02% | 32.79%-38.8pp | 71.39%-77.4pp | 29.38%-35.4pp |
| Employer contribution / active EE | $5,291 | $3,065+72.7% | $4,735+11.8% | $2,177+143.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |