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 | $49,738 | $99,957-50.2% | $149,696-66.8% | $73,488-32.3% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 0.72% | 53.87%-53.2pp | 276.60%-275.9pp | 28.51%-27.8pp |
| Employer contribution / active EE | $4,445 | $3,191+39.3% | $4,644-4.3% | $2,270+95.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |