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 | $68,391 | $74,347-8.0% | $93,606-26.9% | $67,579+1.2% |
| Participation rate | 99.4% | 80.6%+18.7pp | 75.8%+23.5pp | 71.3%+28.1pp |
| Annual return | -22.97% | 28.07%-51.0pp | 32.76%-55.7pp | 378.56%-401.5pp |
| Employer contribution / active EE | $17,393 | $2,583+573.3% | $2,718+539.9% | $2,148+709.8% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $123-97.8% | $7,888-100.0% | $142-98.1% |