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 8-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 | $0 | $50,898-100.0% | $171,082-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 63.3%-63.3pp | 76.7%-76.7pp | 69.0%-69.0pp |
| Annual return | -11.98% | 15.34%-27.3pp | 32.56%-44.5pp | 169.23%-181.2pp |
| Employer contribution / active EE | $3,000 | $1,433+109.3% | $4,002-25.0% | $1,963+52.9% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |