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 | $12,972 | $47,977-73.0% | $154,107-91.6% | $56,287-77.0% |
| Participation rate | 81.9% | 66.2%+15.7pp | 83.0%-1.2pp | 69.9%+12.0pp |
| Annual return | -7.81% | 3.54%-11.4pp | 735.12%-742.9pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,009 | $2,169-53.5% | $5,298-81.0% | $2,111-52.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $57 | $438-87.0% | $13,411-99.6% | $521-89.1% |