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 6-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 | $147,316 | $55,416+165.8% | $75,972+93.9% | $77,643+89.7% |
| Participation rate | 93.2% | 63.6%+29.7pp | 69.1%+24.2pp | 70.6%+22.7pp |
| Annual return | -12.74% | 17.07%-29.8pp | 359.55%-372.3pp | 31.24%-44.0pp |
| Employer contribution / active EE | $14,133 | $1,788+690.6% | $2,685+426.4% | $2,726+418.5% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $414-99.8% | $6,467-100.0% | $430-99.8% |