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 8-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 | $28,034 | $59,054-52.5% | $97,167-71.1% | $77,671-63.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | -50.49% | 16.96%-67.5pp | 75.27%-125.8pp | 31.21%-81.7pp |
| Employer contribution / active EE | $419 | $1,742-75.9% | $2,729-84.6% | $2,726-84.6% |
| Participant deferral / active EE | $0 | $3,930-100.0% | $4,264-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,650-100.0% | $430-100.0% |