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 | $47,828 | $54,193-11.7% | $93,606-48.9% | $77,643-38.4% |
| Participation rate | 97.8% | 63.9%+33.8pp | 68.7%+29.1pp | 70.6%+27.2pp |
| Annual return | -34.46% | 30.54%-65.0pp | 133.20%-167.7pp | 31.24%-65.7pp |
| Employer contribution / active EE | $723 | $1,168-38.1% | $2,420-70.1% | $2,726-73.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |