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 9-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 | $23,133 | $53,165-56.5% | $86,188-73.2% | $74,419-68.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | -16.21% | 22.64%-38.9pp | 1168.45%-1184.7pp | 34.38%-50.6pp |
| Employer contribution / active EE | $5,058 | $1,210+318.1% | $2,380+112.5% | $2,637+91.8% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |