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 | $27,243-16.5% | $52,425-56.6% | $79,634-71.4% |
| Participation rate | 93.7% | 22.4%+71.3pp | 55.6%+38.1pp | 62.5%+31.2pp |
| Annual return | -0.26% | 63.36%-63.6pp | 302.12%-302.4pp | 36.46%-36.7pp |
| Employer contribution / active EE | $2,459 | $319+670.5% | $914+169.0% | $2,529-2.8% |
| Participant deferral / active EE | $0 | $636-100.0% | $1,790-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $2,105-100.0% | $2,495-100.0% | $1,002-100.0% |