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 | $87,185 | $69,848+24.8% | $115,756-24.7% | $66,914+30.3% |
| Participation rate | 99.3% | 70.6%+28.7pp | 77.1%+22.2pp | 69.8%+29.5pp |
| Annual return | -23.39% | 969.66%-993.0pp | 143.14%-166.5pp | 1.58%-25.0pp |
| Employer contribution / active EE | $6,137 | $2,613+134.9% | $3,793+61.8% | $2,544+141.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |