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 9-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 | $16,660 | $52,208-68.1% | $86,612-80.8% | $74,419-77.6% |
| Participation rate | 89.4% | 66.3%+23.0pp | 71.7%+17.7pp | 70.7%+18.6pp |
| Annual return | 9.36% | 44.46%-35.1pp | 591.07%-581.7pp | 34.38%-25.0pp |
| Employer contribution / active EE | $1,687 | $2,282-26.1% | $3,022-44.2% | $2,637-36.0% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $319-99.7% | $5,614-100.0% | $348-99.8% |