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 | $20,775 | $55,449-62.5% | $83,848-75.2% | $56,287-63.1% |
| Participation rate | 96.1% | 68.0%+28.1pp | 76.1%+20.0pp | 69.9%+26.3pp |
| Annual return | -53.89% | -1.38%-52.5pp | 850.88%-904.8pp | -9.96%-43.9pp |
| Employer contribution / active EE | $9,925 | $2,430+308.4% | $3,631+173.4% | $2,111+370.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |