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 | $90,288 | $78,422+15.1% | $95,952-5.9% | $79,858+13.1% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | -11.61% | 19.37%-31.0pp | 91.61%-103.2pp | 31.71%-43.3pp |
| Employer contribution / active EE | $9,295 | $1,945+377.9% | $2,541+265.8% | $2,471+276.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |