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 | $27,908 | $54,193-48.5% | $93,606-70.2% | $77,643-64.1% |
| Participation rate | 98.4% | 63.9%+34.5pp | 68.7%+29.7pp | 70.6%+27.8pp |
| Annual return | -8.27% | 30.54%-38.8pp | 133.20%-141.5pp | 31.24%-39.5pp |
| Employer contribution / active EE | $2,172 | $1,168+86.0% | $2,420-10.2% | $2,726-20.3% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |