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 | $35,157 | $101,317-65.3% | $146,958-76.1% | $74,495-52.8% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | -7.35% | 8730.91%-8738.3pp | 418.34%-425.7pp | 1364.94%-1372.3pp |
| Employer contribution / active EE | $6,866 | $3,810+80.2% | $4,933+39.2% | $2,623+161.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |