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 7-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 | $50,770 | $77,660-34.6% | $109,143-53.5% | $79,386-36.0% |
| Participation rate | 97.8% | 67.8%+30.0pp | 75.9%+21.9pp | 70.7%+27.1pp |
| Annual return | -24.77% | 23.44%-48.2pp | 25.75%-50.5pp | 116.85%-141.6pp |
| Employer contribution / active EE | $39,272 | $2,797+1303.9% | $3,722+955.1% | $2,427+1517.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |