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 | $56,891 | $55,002+3.4% | $59,878-5.0% | $56,287+1.1% |
| Participation rate | 98.1% | 75.9%+22.1pp | 74.7%+23.4pp | 69.9%+28.2pp |
| Annual return | -20.67% | 1.13%-21.8pp | 3.46%-24.1pp | -9.96%-10.7pp |
| Employer contribution / active EE | $5,528 | $2,448+125.8% | $2,722+103.1% | $2,111+161.9% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-99.9% | $3,590-100.0% | $521-100.0% |