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 | $11,333 | $25,302-55.2% | $74,701-84.8% | $67,579-83.2% |
| Participation rate | 100.0% | 37.8%+62.2pp | 54.5%+45.5pp | 71.3%+28.7pp |
| Annual return | -31.52% | 10291.17%-10322.7pp | 752.92%-784.4pp | 378.56%-410.1pp |
| Employer contribution / active EE | $600 | $446+34.5% | $1,084-44.6% | $2,148-72.0% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,964-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,333-100.0% | $142-100.0% |