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 7-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 | $46,060 | $49,693-7.3% | $70,515-34.7% | $74,419-38.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | -20.62% | 21.22%-41.8pp | 32.77%-53.4pp | 34.38%-55.0pp |
| Employer contribution / active EE | $3,710 | $1,773+109.2% | $2,973+24.8% | $2,637+40.7% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $316-99.9% | $6,412-100.0% | $348-99.9% |