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 | $32,101 | $66,302-51.6% | $110,238-70.9% | $56,287-43.0% |
| Participation rate | 99.4% | 74.9%+24.5pp | 79.8%+19.6pp | 69.9%+29.5pp |
| Annual return | -29.33% | -1.18%-28.2pp | 314.74%-344.1pp | -9.96%-19.4pp |
| Employer contribution / active EE | $5,270 | $2,047+157.4% | $3,826+37.7% | $2,111+149.6% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-99.9% | $8,547-100.0% | $521-99.9% |