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 | $65,949 | $76,050-13.3% | $96,544-31.7% | $71,457-7.7% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | -20.99% | 22.81%-43.8pp | 25.84%-46.8pp | 28.85%-49.8pp |
| Employer contribution / active EE | $3,468 | $2,244+54.5% | $2,965+17.0% | $2,588+34.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $15 | $2,707-99.4% | $8,252-99.8% | $1,587-99.1% |