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 | $26,347 | $60,323-56.3% | $81,812-67.8% | $74,495-64.6% |
| Participation rate | 97.8% | 62.9%+34.9pp | 72.3%+25.4pp | 67.2%+30.6pp |
| Annual return | -4.42% | 16.90%-21.3pp | 773.79%-778.2pp | 1364.94%-1369.4pp |
| Employer contribution / active EE | $4,419 | $2,620+68.6% | $2,912+51.7% | $2,623+68.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |