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 | $50,840 | $92,055-44.8% | $106,213-52.1% | $77,643-34.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 5.88% | 17.91%-12.0pp | 116.14%-110.3pp | 31.24%-25.4pp |
| Employer contribution / active EE | $2,300 | $3,367-31.7% | $3,171-27.5% | $2,726-15.6% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $219-99.6% | $11,033-100.0% | $430-99.8% |