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 5-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 | $93,463 | $59,417+57.3% | $93,606-0.2% | $74,495+25.5% |
| Participation rate | 96.9% | 59.7%+37.2pp | 68.7%+28.2pp | 67.2%+29.7pp |
| Annual return | -7.41% | 81.83%-89.2pp | 133.20%-140.6pp | 1364.94%-1372.4pp |
| Employer contribution / active EE | $6,519 | $1,264+415.9% | $2,420+169.4% | $2,623+148.5% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $8 | $3,021-99.7% | $8,285-99.9% | $1,942-99.6% |