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 8-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 | $33,503 | $83,477-59.9% | $125,175-73.2% | $72,985-54.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | -45.31% | 25.78%-71.1pp | 43.79%-89.1pp | 81.00%-126.3pp |
| Employer contribution / active EE | $7,113 | $2,345+203.3% | $3,865+84.0% | $2,440+191.5% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |