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 7-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 | $88,233 | $79,171+11.4% | $102,423-13.9% | $74,495+18.4% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.3pp | 67.2%+17.6pp |
| Annual return | -1.35% | 54.93%-56.3pp | 29.32%-30.7pp | 1364.94%-1366.3pp |
| Employer contribution / active EE | $6,235 | $2,362+163.9% | $3,023+106.2% | $2,623+137.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |