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 | $71,194 | $106,028-32.9% | $146,958-51.6% | $77,643-8.3% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.7pp | 70.6%+28.2pp |
| Annual return | 5.29% | 56.73%-51.4pp | 418.34%-413.0pp | 31.24%-25.9pp |
| Employer contribution / active EE | $5,995 | $4,063+47.5% | $4,933+21.5% | $2,726+119.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |