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 | $38,853 | $82,978-53.2% | $129,995-70.1% | $71,457-45.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -12.74% | 20.60%-33.3pp | -137.18%+124.4pp | 28.85%-41.6pp |
| Employer contribution / active EE | $6,394 | $2,622+143.9% | $4,320+48.0% | $2,588+147.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3 | $1,729-99.8% | $10,614-100.0% | $1,587-99.8% |