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 | $33,978 | $67,984-50.0% | $65,493-48.1% | $74,304-54.3% |
| Participation rate | 77.0% | 66.3%+10.7pp | 73.1%+3.9pp | 60.3%+16.7pp |
| Annual return | 7.27% | 19.87%-12.6pp | 982.45%-975.2pp | 29.43%-22.2pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,199 | $3,346-4.4% | $3,961-19.2% | $3,767-15.1% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |