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 | $74,089 | $46,732+58.5% | $156,549-52.7% | $55,167+34.3% |
| Participation rate | 95.0% | 65.8%+29.2pp | 84.0%+11.0pp | 69.0%+26.1pp |
| Annual return | -9.29% | 17.72%-27.0pp | 32.23%-41.5pp | 169.23%-178.5pp |
| Employer contribution / active EE | $8,271 | $2,105+292.9% | $5,501+50.3% | $1,963+321.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |