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 10-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 | $19,606 | $46,360-57.7% | $147,614-86.7% | $52,331-62.5% |
| Participation rate | 97.9% | 64.9%+32.9pp | 84.6%+13.3pp | 68.1%+29.8pp |
| Annual return | -66.73% | 1.62%-68.4pp | 61.98%-128.7pp | 4.54%-71.3pp |
| Employer contribution / active EE | $9,957 | $2,126+368.3% | $5,564+78.9% | $1,882+429.1% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |