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 | $50,361 | $86,332-41.7% | $125,175-59.8% | $65,185-22.7% |
| Participation rate | 99.0% | 75.3%+23.7pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | -1.30% | 27.43%-28.7pp | 43.79%-45.1pp | 29.38%-30.7pp |
| Employer contribution / active EE | $7,680 | $2,040+276.5% | $3,865+98.7% | $2,177+252.9% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |