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 9-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 | $21,254 | $39,973-46.8% | $79,550-73.3% | $77,904-72.7% |
| Participation rate | 99.6% | 64.6%+35.0pp | 69.5%+30.1pp | 73.7%+25.9pp |
| Annual return | -39.18% | 3.42%-42.6pp | 0.16%-39.3pp | 12.21%-51.4pp |
| Employer contribution / active EE | $5,271 | $1,088+384.6% | $2,413+118.4% | $2,848+85.1% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,832-100.0% | $133-100.0% |