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 | $49,052 | $63,745-23.0% | $98,442-50.2% | $79,386-38.2% |
| Participation rate | 99.1% | 69.9%+29.2pp | 73.3%+25.7pp | 70.7%+28.4pp |
| Annual return | -3.50% | 625.80%-629.3pp | 1492.73%-1496.2pp | 116.85%-120.3pp |
| Employer contribution / active EE | $8,481 | $2,557+231.7% | $2,960+186.5% | $2,427+249.4% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-99.9% | $5,949-100.0% | $626-99.9% |