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 | $20,704 | $41,078-49.6% | $80,569-74.3% | $71,457-71.0% |
| Participation rate | 96.3% | 50.2%+46.0pp | 67.0%+29.3pp | 67.9%+28.3pp |
| Annual return | -23.32% | 38.45%-61.8pp | 935.43%-958.8pp | 28.85%-52.2pp |
| Employer contribution / active EE | $7,509 | $1,506+398.7% | $2,723+175.7% | $2,588+190.2% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |