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 | $7,005 | $34,934-79.9% | $56,411-87.6% | $74,495-90.6% |
| Participation rate | 93.6% | 32.8%+60.7pp | 52.5%+41.1pp | 67.2%+26.4pp |
| Annual return | -47.18% | 25.94%-73.1pp | 1701.33%-1748.5pp | 1364.94%-1412.1pp |
| Employer contribution / active EE | $4,238 | $609+595.9% | $1,039+308.0% | $2,623+61.6% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |