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 7-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 | $44,319 | $88,083-49.7% | $164,813-73.1% | $74,495-40.5% |
| Participation rate | 98.6% | 73.0%+25.6pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | -11.94% | 17.26%-29.2pp | 69.93%-81.9pp | 1364.94%-1376.9pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,301 | $4,498+17.9% | $6,031-12.1% | $4,346+22.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |