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 3-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 | $64,642 | $59,417+8.8% | $93,606-30.9% | $74,495-13.2% |
| Participation rate | 89.0% | 59.7%+29.3pp | 68.7%+20.3pp | 67.2%+21.8pp |
| Annual return | -19.78% | 81.83%-101.6pp | 133.20%-153.0pp | 1364.94%-1384.7pp |
| Employer contribution / active EE | $7,524 | $1,264+495.5% | $2,420+210.9% | $2,623+186.9% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |