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 10-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 | $16,076 | $42,582-62.2% | $171,082-90.6% | $57,658-72.1% |
| Participation rate | 97.0% | 63.9%+33.1pp | 76.7%+20.3pp | 70.2%+26.8pp |
| Annual return | -16.62% | 308.67%-325.3pp | 32.56%-49.2pp | 5.13%-21.7pp |
| Employer contribution / active EE | $1,676 | $1,306+28.3% | $4,002-58.1% | $1,974-15.1% |
| Participant deferral / active EE | $0 | $2,933-100.0% | $4,797-100.0% | $3,061-100.0% |
| Admin fee / account holder | $18 | $82-78.5% | $8,520-99.8% | $95-81.2% |