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 7-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 | $34,361 | $80,724-57.4% | $103,333-66.7% | $74,495-53.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -30.62% | 27.56%-58.2pp | 24.88%-55.5pp | 1364.94%-1395.6pp |
| Employer contribution / active EE | $9,757 | $3,157+209.0% | $3,868+152.3% | $2,623+272.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $292 | $2,368-87.7% | $8,355-96.5% | $1,942-85.0% |