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 | $8,002 | $29,548-72.9% | $56,411-85.8% | $77,643-89.7% |
| Participation rate | 93.3% | 32.7%+60.7pp | 52.5%+40.9pp | 70.6%+22.8pp |
| Annual return | -10.48% | 19.01%-29.5pp | 1701.33%-1711.8pp | 31.24%-41.7pp |
| Employer contribution / active EE | $457 | $568-19.5% | $1,039-56.0% | $2,726-83.2% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $1,046-99.9% | $2,829-100.0% | $430-99.9% |