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 5-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 | $24,310 | $16,790+44.8% | $64,489-62.3% | $67,986-64.2% |
| Participation rate | 95.9% | 62.4%+33.4pp | 67.7%+28.2pp | 57.2%+38.7pp |
| Annual return | -53.85% | 30.55%-84.4pp | 55.03%-108.9pp | 31.67%-85.5pp |
| Employer contribution / active EE | $10,552 | $648+1529.2% | $1,523+592.8% | $2,019+422.7% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $2,778-100.0% | $3,358-100.0% |
| Admin fee / account holder | $5 | $1,690-99.7% | $4,260-99.9% | $3,203-99.8% |