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 5-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 | $48,496 | $106,028-54.3% | $146,958-67.0% | $77,643-37.5% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 3.06% | 56.73%-53.7pp | 418.34%-415.3pp | 31.24%-28.2pp |
| Employer contribution / active EE | $1,380 | $4,063-66.0% | $4,933-72.0% | $2,726-49.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |