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 | $41,655 | $69,362-39.9% | $101,248-58.9% | $73,488-43.3% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | -48.35% | 18.46%-66.8pp | 46.47%-94.8pp | 28.51%-76.9pp |
| Employer contribution / active EE | $18,061 | $2,628+587.2% | $3,660+393.5% | $2,270+695.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |