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 9-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 | $36,954 | $55,449-33.4% | $83,848-55.9% | $56,287-34.3% |
| Participation rate | 98.9% | 68.0%+30.9pp | 76.1%+22.8pp | 69.9%+29.1pp |
| Annual return | -56.54% | -1.38%-55.2pp | 850.88%-907.4pp | -9.96%-46.6pp |
| Employer contribution / active EE | $12,705 | $2,430+422.8% | $3,631+249.9% | $2,111+501.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |