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 3-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 | $21,244 | $55,449-61.7% | $83,848-74.7% | $56,287-62.3% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | -28.44% | -1.38%-27.1pp | 850.88%-879.3pp | -9.96%-18.5pp |
| Employer contribution / active EE | $6,220 | $2,430+155.9% | $3,631+71.3% | $2,111+194.7% |
| 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% |