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 | $15,307 | $31,310-51.1% | $53,898-71.6% | $74,304-79.4% |
| Participation rate | 99.1% | 30.7%+68.5pp | 55.0%+44.2pp | 60.3%+38.8pp |
| Annual return | -25.98% | 23.16%-49.1pp | 528.60%-554.6pp | 29.43%-55.4pp |
| Employer contribution / active EE | $1,318 | $450+193.0% | $932+41.4% | $2,241-41.2% |
| Participant deferral / active EE | $0 | $934-100.0% | $1,826-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |