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 | $74,169 | $72,404+2.4% | $110,238-32.7% | $64,186+15.6% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.3pp |
| Annual return | -11.91% | -6.29%-5.6pp | 314.74%-326.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $8,299 | $2,282+263.7% | $3,826+116.9% | $2,381+248.6% |
| Participant deferral / active EE | $6,738 | $3,469+94.2% | $4,672+44.2% | $3,470+94.2% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |