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 | $35,178 | $38,365-8.3% | $84,611-58.4% | $65,185-46.0% |
| Participation rate | 99.4% | 55.7%+43.8pp | 68.2%+31.2pp | 70.2%+29.2pp |
| Annual return | -44.61% | 32.00%-76.6pp | 258.74%-303.4pp | 29.38%-74.0pp |
| Employer contribution / active EE | $7,798 | $1,258+519.6% | $2,652+194.0% | $2,177+258.3% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |