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 | $26,148 | $42,772-38.9% | $87,507-70.1% | $55,167-52.6% |
| Participation rate | 99.3% | 66.5%+32.8pp | 73.8%+25.5pp | 69.0%+30.3pp |
| Annual return | -10.85% | 21.20%-32.0pp | 12.21%-23.1pp | 169.23%-180.1pp |
| Employer contribution / active EE | $5,833 | $1,277+356.9% | $2,550+128.8% | $1,963+197.2% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |