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 3-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 | $94,463 | $82,917+13.9% | $103,333-8.6% | $77,643+21.7% |
| Participation rate | 99.1% | 71.6%+27.5pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | -41.96% | 19.13%-61.1pp | 24.88%-66.8pp | 31.24%-73.2pp |
| Employer contribution / active EE | $37,127 | $3,552+945.4% | $3,868+859.9% | $2,726+1262.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |