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 | $88,243 | $27,641+219.2% | $61,373+43.8% | $68,494+28.8% |
| Participation rate | 94.8% | 39.5%+55.4pp | 52.6%+42.3pp | 67.9%+27.0pp |
| Annual return | -29.40% | -13.24%-16.2pp | 338.61%-368.0pp | -7.84%-21.6pp |
| Employer contribution / active EE | $5,662 | $695+714.1% | $1,159+388.4% | $2,596+118.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |