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 | $57,330 | $60,165-4.7% | $74,183-22.7% | $55,167+3.9% |
| Participation rate | 99.1% | 74.2%+25.0pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | -24.38% | 10.00%-34.4pp | 17.74%-42.1pp | 169.23%-193.6pp |
| Employer contribution / active EE | $8,148 | $1,600+409.3% | $2,370+243.8% | $1,963+315.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |