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 | $19,901 | $40,174-50.5% | $84,015-76.3% | $67,579-70.6% |
| Participation rate | 92.9% | 62.7%+30.2pp | 69.0%+23.9pp | 71.3%+21.6pp |
| Annual return | -8.24% | 25.82%-34.1pp | 71.31%-79.5pp | 378.56%-386.8pp |
| Employer contribution / active EE | $1,738 | $808+115.2% | $1,983-12.4% | $2,148-19.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $6 | $128-95.5% | $6,101-99.9% | $142-96.0% |