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 | $34,423 | $46,732-26.3% | $156,549-78.0% | $55,167-37.6% |
| Participation rate | 82.7% | 65.8%+16.9pp | 84.0%-1.3pp | 69.0%+13.7pp |
| Annual return | 1.50% | 17.72%-16.2pp | 32.23%-30.7pp | 169.23%-167.7pp |
| Employer contribution / active EE | $3,846 | $2,105+82.7% | $5,501-30.1% | $1,963+96.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $23 | $418-94.6% | $13,027-99.8% | $504-95.5% |