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 | $6,360 | $27,839-77.2% | $58,482-89.1% | $71,457-91.1% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | -28.31% | 26.81%-55.1pp | 4239.32%-4267.6pp | 28.85%-57.2pp |
| Employer contribution / active EE | $3,857 | $631+511.6% | $1,053+266.2% | $2,588+49.1% |
| Participant deferral / active EE | $0 | $1,206-100.0% | $1,924-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |