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 | $72,349 | $73,884-2.1% | $95,952-24.6% | - |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | - |
| Annual return | -21.76% | 11.13%-32.9pp | 91.61%-113.4pp | - |
| Employer contribution / active EE | $5,556 | $1,782+211.8% | $2,541+118.6% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $0 | $4,316-100.0% | $6,795-100.0% | - |