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 | $13,639 | $47,977-71.6% | $154,107-91.1% | $56,287-75.8% |
| Participation rate | 73.2% | 66.2%+7.0pp | 83.0%-9.9pp | 69.9%+3.3pp |
| Annual return | -17.00% | 3.54%-20.5pp | 735.12%-752.1pp | -9.96%-7.0pp |
| Employer contribution / active EE | $2,598 | $2,169+19.8% | $5,298-51.0% | $2,111+23.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |