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 | $24,951 | $75,183-66.8% | $123,892-79.9% | $55,167-54.8% |
| Participation rate | 96.9% | 72.8%+24.1pp | 81.4%+15.5pp | 69.0%+27.9pp |
| Annual return | -10.72% | 19.01%-29.7pp | 47.52%-58.2pp | 169.23%-180.0pp |
| Employer contribution / active EE | $2,551 | $2,823-9.6% | $4,617-44.7% | $1,963+30.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |