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 6-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 | $34,367 | $46,292-25.8% | $143,757-76.1% | $64,808-47.0% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.3pp |
| Annual return | -44.31% | -10.05%-34.3pp | -0.04%-44.3pp | 32.82%-77.1pp |
| Employer contribution / active EE | $1,413 | $1,910-26.0% | $4,951-71.5% | $2,506-43.6% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |