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 4-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 | $44,201 | $76,670-42.3% | $96,683-54.3% | $71,457-38.1% |
| Participation rate | 99.0% | 66.6%+32.4pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | -51.57% | 48.29%-99.9pp | 35.69%-87.3pp | 28.85%-80.4pp |
| Employer contribution / active EE | $8,524 | $3,031+181.2% | $3,737+128.1% | $2,588+229.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |