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 7-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 | $35,052 | $64,119-45.3% | $112,228-68.8% | $66,914-47.6% |
| Participation rate | 99.2% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -30.33% | -13.81%-16.5pp | 27.45%-57.8pp | 1.58%-31.9pp |
| Employer contribution / active EE | $8,518 | $3,005+183.4% | $3,635+134.4% | $2,544+234.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |