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 | $190,417 | $77,660+145.2% | $109,143+74.5% | $79,386+139.9% |
| Participation rate | 95.6% | 67.8%+27.8pp | 75.9%+19.7pp | 70.7%+24.9pp |
| Annual return | -9.09% | 23.44%-32.5pp | 25.75%-34.8pp | 116.85%-125.9pp |
| Employer contribution / active EE | $24,065 | $2,797+760.3% | $3,722+546.6% | $2,427+891.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |