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 10-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 | $107,327 | $43,504+146.7% | $68,793+56.0% | $56,287+90.7% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.2%+27.2pp | 69.9%+29.5pp |
| Annual return | -18.38% | -3.15%-15.2pp | -4.63%-13.7pp | -9.96%-8.4pp |
| Employer contribution / active EE | $6,688 | $1,525+338.5% | $2,625+154.8% | $2,111+216.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |