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 | $70,011 | $53,165+31.7% | $86,188-18.8% | $74,419-5.9% |
| Participation rate | 99.7% | 64.9%+34.9pp | 69.0%+30.8pp | 70.7%+29.0pp |
| Annual return | 12.23% | 22.64%-10.4pp | 1168.45%-1156.2pp | 34.38%-22.2pp |
| Employer contribution / active EE | $2,017 | $1,210+66.7% | $2,380-15.3% | $2,637-23.5% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $13 | $551-97.7% | $6,852-99.8% | $348-96.4% |