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 8-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 | $43,606 | $45,283-3.7% | $155,790-72.0% | $52,331-16.7% |
| Participation rate | 99.3% | 62.2%+37.1pp | 76.1%+23.2pp | 68.1%+31.2pp |
| Annual return | -20.98% | 1.80%-22.8pp | 71.54%-92.5pp | 4.54%-25.5pp |
| Employer contribution / active EE | $2,963 | $1,329+123.0% | $3,836-22.8% | $1,882+57.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $4,797-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $981-100.0% | $7,478-100.0% | $592-100.0% |