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 | $11,192 | $34,308-67.4% | $74,701-85.0% | $72,985-84.7% |
| Participation rate | 96.7% | 42.4%+54.3pp | 54.5%+42.3pp | 69.5%+27.2pp |
| Annual return | -54.60% | 26.58%-81.2pp | 752.92%-807.5pp | 81.00%-135.6pp |
| Employer contribution / active EE | $7,522 | $692+987.6% | $1,084+594.2% | $2,440+208.3% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |