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 4-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 | $93,013 | $56,767+63.9% | $101,794-8.6% | $85,563+8.7% |
| Participation rate | 99.8% | 57.6%+42.2pp | 69.2%+30.6pp | 66.0%+33.8pp |
| Annual return | -15.13% | 17.76%-32.9pp | 30.53%-45.7pp | 31.51%-46.6pp |
| Employer contribution / active EE | $5,214 | $1,112+368.8% | $2,289+127.8% | $2,654+96.5% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $8 | $1,098-99.3% | $8,777-99.9% | $834-99.0% |