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 | $70,551 | $44,473+58.6% | $76,523-7.8% | $55,725+26.6% |
| Participation rate | 100.0% | 51.0%+49.0pp | 68.0%+32.0pp | 70.9%+29.1pp |
| Annual return | -21.67% | -2.01%-19.7pp | -0.27%-21.4pp | 244.93%-266.6pp |
| Employer contribution / active EE | $7,372 | $1,101+569.4% | $2,647+178.5% | $2,078+254.7% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |