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 10-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 | $28,827 | $98,750-70.8% | $149,696-80.7% | $79,858-63.9% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.3pp |
| Annual return | -15.70% | 27.43%-43.1pp | 276.60%-292.3pp | 31.71%-47.4pp |
| Employer contribution / active EE | $10,814 | $3,216+236.2% | $4,644+132.9% | $2,471+337.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |