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 4-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 | $61,418 | $86,944-29.4% | $107,525-42.9% | $74,304-17.3% |
| Participation rate | 98.6% | 59.6%+39.1pp | 75.1%+23.6pp | 60.3%+38.3pp |
| Annual return | -34.10% | 23.52%-57.6pp | 181.32%-215.4pp | 29.43%-63.5pp |
| Employer contribution / active EE | $6,750 | $2,757+144.8% | $3,754+79.8% | $2,241+201.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |