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 | $74,474 | $89,436-16.7% | $164,813-54.8% | $77,643-4.1% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.3pp |
| Annual return | -11.63% | 28.83%-40.5pp | 69.93%-81.6pp | 31.24%-42.9pp |
| Employer contribution / active EE | $8,945 | $2,569+248.2% | $4,341+106.1% | $2,726+228.2% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |