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 | $28,440 | $54,368-47.7% | $117,039-75.7% | $62,292-54.3% |
| Participation rate | 98.1% | 64.9%+33.2pp | 77.2%+20.9pp | 69.5%+28.6pp |
| Annual return | -11.22% | 21.77%-33.0pp | 18.95%-30.2pp | 28.90%-40.1pp |
| Employer contribution / active EE | $3,067 | $1,692+81.3% | $3,785-19.0% | $2,042+50.2% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |