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 | $94,360 | $91,372+3.3% | $129,995-27.4% | $74,419+26.8% |
| Participation rate | 98.8% | 77.8%+21.0pp | 78.5%+20.3pp | 70.7%+28.1pp |
| Annual return | -4.08% | 23.21%-27.3pp | -137.18%+133.1pp | 34.38%-38.5pp |
| Employer contribution / active EE | $4,000 | $2,563+56.0% | $4,320-7.4% | $2,637+51.7% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-99.9% | $10,614-100.0% | $348-100.0% |