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 | $88,968 | $101,317-12.2% | $146,958-39.5% | $74,495+19.4% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | -3.77% | 8730.91%-8734.7pp | 418.34%-422.1pp | 1364.94%-1368.7pp |
| Employer contribution / active EE | $3,012 | $3,810-20.9% | $4,933-38.9% | $2,623+14.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $8 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |