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 | $19,585 | $65,061-69.9% | $143,757-86.4% | $66,914-70.7% |
| Participation rate | 98.2% | 65.2%+33.1pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -37.33% | -11.14%-26.2pp | -0.04%-37.3pp | 1.58%-38.9pp |
| Employer contribution / active EE | $2,641 | $2,361+11.9% | $4,951-46.6% | $2,544+3.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |