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 8-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 | $22,747 | $30,588-25.6% | $53,898-57.8% | $85,563-73.4% |
| Participation rate | 93.7% | 26.3%+67.3pp | 55.0%+38.7pp | 66.0%+27.7pp |
| Annual return | -0.26% | 50.42%-50.7pp | 528.60%-528.9pp | 31.51%-31.8pp |
| Employer contribution / active EE | $2,459 | $436+464.1% | $932+163.8% | $2,654-7.3% |
| Participant deferral / active EE | $0 | $848-100.0% | $1,826-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,879-100.0% | $2,491-100.0% | $834-100.0% |