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 | $34,087 | $63,745-46.5% | $98,442-65.4% | $79,386-57.1% |
| Participation rate | 98.2% | 69.9%+28.3pp | 73.3%+24.9pp | 70.7%+27.5pp |
| Annual return | -6.46% | 625.80%-632.3pp | 1492.73%-1499.2pp | 116.85%-123.3pp |
| Employer contribution / active EE | $6,267 | $2,557+145.1% | $2,960+111.7% | $2,427+158.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |