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 | $10,593 | $26,114-59.4% | $58,482-81.9% | $74,419-85.8% |
| Participation rate | 92.6% | 32.1%+60.5pp | 50.9%+41.7pp | 70.7%+21.9pp |
| Annual return | -59.30% | 32.51%-91.8pp | 4239.32%-4298.6pp | 34.38%-93.7pp |
| Employer contribution / active EE | $477 | $536-11.0% | $1,053-54.7% | $2,637-81.9% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,924-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $649-100.0% | $2,516-100.0% | $348-100.0% |