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 | $34,197 | $41,078-16.8% | $80,569-57.6% | $71,457-52.1% |
| Participation rate | 96.3% | 50.2%+46.1pp | 67.0%+29.3pp | 67.9%+28.3pp |
| Annual return | -10.66% | 38.45%-49.1pp | 935.43%-946.1pp | 28.85%-39.5pp |
| Employer contribution / active EE | $4,014 | $1,506+166.6% | $2,723+47.4% | $2,588+55.1% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $14 | $1,840-99.3% | $5,377-99.7% | $1,587-99.1% |