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 | $39,906 | $63,114-36.8% | $92,893-57.0% | $65,185-38.8% |
| Participation rate | 93.1% | 68.8%+24.3pp | 76.0%+17.1pp | 70.2%+22.9pp |
| Annual return | -50.54% | 28.75%-79.3pp | 109.41%-160.0pp | 29.38%-79.9pp |
| Employer contribution / active EE | $13,443 | $2,571+423.0% | $3,653+268.0% | $2,177+517.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $624-99.6% | $5,794-100.0% | $847-99.7% |