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 5-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 | $24,310 | $20,316+19.7% | $66,042-63.2% | $74,304-67.3% |
| Participation rate | 95.9% | 62.8%+33.1pp | 67.5%+28.4pp | 60.3%+35.5pp |
| Annual return | -53.85% | 28.10%-82.0pp | 52.11%-106.0pp | 29.43%-83.3pp |
| Employer contribution / active EE | $10,552 | $745+1317.1% | $1,579+568.2% | $2,241+370.8% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $2,835-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5 | $1,668-99.7% | $5,747-99.9% | $2,969-99.8% |