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 | $30,269 | $49,451-38.8% | $79,550-61.9% | $66,914-54.8% |
| Participation rate | 98.3% | 61.3%+37.0pp | 69.5%+28.9pp | 69.8%+28.5pp |
| Annual return | -18.60% | 84.25%-102.9pp | 0.16%-18.8pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,731 | $1,266+115.8% | $2,413+13.2% | $2,544+7.3% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |