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 | $72,185 | $185,342-61.1% | $111,297-35.1% | $86,799-16.8% |
| Participation rate | 99.4% | 81.0%+18.5pp | 77.3%+22.1pp | 72.3%+27.2pp |
| Annual return | -3.85% | 500.80%-504.7pp | 54.65%-58.5pp | 97.91%-101.8pp |
| Employer contribution / active EE | $1,710 | $2,246-23.9% | $2,731-37.4% | $2,405-28.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |