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 9-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 | $14,189 | $64,480-78.0% | $81,382-82.6% | $80,856-82.5% |
| Participation rate | 98.2% | 63.9%+34.3pp | 69.5%+28.7pp | 67.6%+30.6pp |
| Annual return | -26.95% | 16.34%-43.3pp | 24.73%-51.7pp | 35.59%-62.5pp |
| Employer contribution / active EE | $5,939 | $1,978+200.2% | $2,463+141.1% | $2,755+115.6% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,671-100.0% | $5,768-100.0% | $6,918-100.0% |