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 8-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 | $70,641 | $31,424+124.8% | $81,478-13.3% | $69,631+1.5% |
| Participation rate | 99.2% | 50.8%+48.4pp | 68.0%+31.3pp | 70.7%+28.6pp |
| Annual return | -11.22% | 22.44%-33.7pp | 38.78%-50.0pp | 27571.02%-27582.2pp |
| Employer contribution / active EE | $5,652 | $1,029+449.2% | $2,568+120.1% | $2,032+178.1% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |