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 | $42,600 | $99,985-57.4% | $146,665-71.0% | $85,850-50.4% |
| Participation rate | 97.9% | 73.1%+24.8pp | 80.1%+17.8pp | 69.3%+28.6pp |
| Annual return | -11.37% | 18.93%-30.3pp | 22.74%-34.1pp | 318.53%-329.9pp |
| Employer contribution / active EE | $6,901 | $2,559+169.7% | $4,136+66.8% | $2,565+169.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |