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 | $70,021 | $89,753-22.0% | $107,525-34.9% | $84,808-17.4% |
| Participation rate | 96.1% | 68.1%+28.0pp | 75.1%+21.0pp | 68.3%+27.7pp |
| Annual return | -17.17% | 29.48%-46.6pp | 181.32%-198.5pp | 40.90%-58.1pp |
| Employer contribution / active EE | $9,059 | $3,113+191.0% | $3,754+141.3% | $2,631+244.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |