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 7-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 | $40,139 | $89,274-55.0% | $149,718-73.2% | $77,958-48.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | -14.20% | 20.36%-34.6pp | 1501.63%-1515.8pp | 20.87%-35.1pp |
| Employer contribution / active EE | $3,546 | $3,727-4.8% | $5,445-34.9% | $2,310+53.5% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |