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 | $133,237 | $64,707+105.9% | $112,228+18.7% | $68,494+94.5% |
| Participation rate | 98.6% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.8pp |
| Annual return | -24.10% | -11.40%-12.7pp | 27.45%-51.5pp | -7.84%-16.3pp |
| Employer contribution / active EE | $9,850 | $2,746+258.7% | $3,635+171.0% | $2,596+279.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |