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 | $225,741 | $82,204+174.6% | $392,568-42.5% | $82,204+174.6% |
| Participation rate | 94.5% | 73.4%+21.1pp | 78.1%+16.5pp | 73.4%+21.1pp |
| Annual return | 18.97% | 26.31%-7.3pp | 24.42%-5.5pp | 26.31%-7.3pp |
| Employer contribution / active EE | $2,966 | $2,707+9.5% | $3,783-21.6% | $2,707+9.5% |
| Participant deferral / active EE | $9,805 | $4,246+130.9% | $5,985+63.8% | $4,246+130.9% |
| Admin fee / account holder | $0 | $76-100.0% | $6,260-100.0% | $76-100.0% |