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 | $42,237 | $86,944-51.4% | $107,525-60.7% | $74,304-43.2% |
| Participation rate | 97.9% | 59.6%+38.3pp | 75.1%+22.8pp | 60.3%+37.5pp |
| Annual return | -30.00% | 23.52%-53.5pp | 181.32%-211.3pp | 29.43%-59.4pp |
| Employer contribution / active EE | $3,759 | $2,757+36.4% | $3,754+0.1% | $2,241+67.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |