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 | $112,776 | $66,302+70.1% | $110,238+2.3% | $56,287+100.4% |
| Participation rate | 91.3% | 74.9%+16.4pp | 79.8%+11.5pp | 69.9%+21.5pp |
| Annual return | -26.64% | -1.18%-25.5pp | 314.74%-341.4pp | -9.96%-16.7pp |
| Employer contribution / active EE | $15,805 | $2,047+672.0% | $3,826+313.0% | $2,111+648.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |