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 | $34,417 | $50,643-32.0% | $106,619-67.7% | $55,167-37.6% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.0%+20.7pp | 69.0%+29.7pp |
| Annual return | -13.95% | 7.02%-21.0pp | 9.42%-23.4pp | 169.23%-183.2pp |
| Employer contribution / active EE | $4,599 | $1,626+182.9% | $3,947+16.5% | $1,963+134.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |