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 | $84,708 | $59,186+43.1% | $76,768+10.3% | $56,287+50.5% |
| Participation rate | 80.9% | 75.2%+5.7pp | 77.0%+4.0pp | 69.9%+11.1pp |
| Annual return | -18.45% | 6.62%-25.1pp | 2.43%-20.9pp | -9.96%-8.5pp |
| Employer contribution / active EE | $10,928 | $1,759+521.4% | $2,485+339.7% | $2,111+417.6% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |