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 | $19,599 | $34,934-43.9% | $56,411-65.3% | $74,495-73.7% |
| Participation rate | 99.6% | 32.8%+66.8pp | 52.5%+47.1pp | 67.2%+32.4pp |
| Annual return | -18.10% | 25.94%-44.0pp | 1701.33%-1719.4pp | 1364.94%-1383.0pp |
| Employer contribution / active EE | $2,008 | $609+229.8% | $1,039+93.4% | $2,623-23.4% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |