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 8-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 | $87,528 | $84,487+3.6% | $125,339-30.2% | $66,914+30.8% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -19.79% | -8.39%-11.4pp | 572.05%-591.8pp | 1.58%-21.4pp |
| Employer contribution / active EE | $10,554 | $3,553+197.1% | $4,814+119.3% | $2,544+314.8% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |