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 | $39,040 | $49,138-20.6% | $84,015-53.5% | $65,185-40.1% |
| Participation rate | 99.4% | 60.7%+38.6pp | 69.0%+30.4pp | 70.2%+29.2pp |
| Annual return | -1.41% | 23.00%-24.4pp | 71.31%-72.7pp | 29.38%-30.8pp |
| Employer contribution / active EE | $4,148 | $914+354.0% | $1,983+109.1% | $2,177+90.6% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |