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 | $44,039 | $56,199-21.6% | $67,652-34.9% | $59,632-26.1% |
| Participation rate | 98.8% | 71.5%+27.3pp | 75.7%+23.1pp | 68.7%+30.1pp |
| Annual return | -7.00% | 18505.31%-18512.3pp | 6625.04%-6632.0pp | 2041.28%-2048.3pp |
| Employer contribution / active EE | $21,131 | $1,614+1208.8% | $2,266+832.7% | $2,203+859.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20 | $3,958-99.5% | $4,821-99.6% | $4,297-99.5% |