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 | $41,656 | $72,254-42.3% | $86,677-51.9% | $64,808-35.7% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.6pp |
| Annual return | -26.92% | 392.42%-419.3pp | 35.91%-62.8pp | 32.82%-59.7pp |
| Employer contribution / active EE | $3,896 | $2,393+62.8% | $2,836+37.3% | $2,506+55.5% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |