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 9-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 | $102,444 | $59,417+72.4% | $93,606+9.4% | $74,495+37.5% |
| Participation rate | 89.5% | 59.7%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 2.76% | 81.83%-79.1pp | 133.20%-130.4pp | 1364.94%-1362.2pp |
| Employer contribution / active EE | $4,643 | $1,264+267.4% | $2,420+91.9% | $2,623+77.0% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |