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 | $156,907 | $100,923+55.5% | $150,045+4.6% | $74,304+111.2% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.3%+10.1pp | 60.3%+32.0pp |
| Annual return | 2.13% | 51.77%-49.6pp | 62.55%-60.4pp | 29.43%-27.3pp |
| Employer contribution / active EE | $7,260 | $3,463+109.6% | $4,693+54.7% | $2,241+223.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |