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 9-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 | $14,850 | $54,229-72.6% | $70,092-78.8% | $68,494-78.3% |
| Participation rate | 86.4% | 64.5%+22.0pp | 70.5%+16.0pp | 67.9%+18.6pp |
| Annual return | -34.13% | -13.87%-20.3pp | 190.73%-224.9pp | -7.84%-26.3pp |
| Employer contribution / active EE | $5,845 | $2,018+189.6% | $2,559+128.4% | $2,596+125.1% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $48 | $4,694-99.0% | $6,267-99.2% | $5,403-99.1% |