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 | $50,177 | $66,302-24.3% | $110,238-54.5% | $56,287-10.9% |
| Participation rate | 99.3% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.4pp |
| Annual return | -20.14% | -1.18%-19.0pp | 314.74%-334.9pp | -9.96%-10.2pp |
| Employer contribution / active EE | $13,534 | $2,047+561.1% | $3,826+253.7% | $2,111+541.1% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |