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 | $52,225 | $56,423-7.4% | $77,163-32.3% | $71,457-26.9% |
| Participation rate | 95.8% | 64.3%+31.5pp | 69.6%+26.2pp | 67.9%+27.9pp |
| Annual return | -8.45% | 19.05%-27.5pp | 37.87%-46.3pp | 28.85%-37.3pp |
| Employer contribution / active EE | $7,395 | $1,866+296.3% | $2,535+191.7% | $2,588+185.8% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |