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 | $94,817 | $82,664+14.7% | $125,339-24.4% | $68,494+38.4% |
| Participation rate | 98.6% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -75.00% | -5.97%-69.0pp | 572.05%-647.0pp | -7.84%-67.2pp |
| Employer contribution / active EE | $51,876 | $3,381+1434.3% | $4,814+977.7% | $2,596+1898.1% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |