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 | $39,650 | $37,393+6.0% | $77,024-48.5% | $66,914-40.7% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -36.15% | -3.29%-32.9pp | 42.32%-78.5pp | 1.58%-37.7pp |
| Employer contribution / active EE | $352 | $1,531-77.0% | $2,812-87.5% | $2,544-86.2% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |