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 | $52,468 | $43,113+21.7% | $82,719-36.6% | $77,904-32.7% |
| Participation rate | 98.4% | 63.8%+34.5pp | 72.6%+25.8pp | 73.7%+24.7pp |
| Annual return | -29.41% | 2.60%-32.0pp | 701.18%-730.6pp | 12.21%-41.6pp |
| Employer contribution / active EE | $7,994 | $1,924+315.4% | $3,009+165.7% | $2,848+180.7% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,329-100.0% | $133-100.0% |