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 6-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 | $61,215 | $84,936-27.9% | $111,297-45.0% | $79,386-22.9% |
| Participation rate | 92.5% | 75.9%+16.6pp | 77.3%+15.2pp | 70.7%+21.8pp |
| Annual return | -60.57% | 17.45%-78.0pp | 54.65%-115.2pp | 116.85%-177.4pp |
| Employer contribution / active EE | $11,410 | $1,979+476.5% | $2,731+317.8% | $2,427+370.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |