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 8-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 | $243,128 | $60,323+303.0% | $81,812+197.2% | $74,495+226.4% |
| Participation rate | 96.1% | 62.9%+33.3pp | 72.3%+23.8pp | 67.2%+28.9pp |
| Annual return | -3.68% | 16.90%-20.6pp | 773.79%-777.5pp | 1364.94%-1368.6pp |
| Employer contribution / active EE | $1,479 | $2,620-43.6% | $2,912-49.2% | $2,623-43.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |