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 | $42,474 | $59,417-28.5% | $93,606-54.6% | $74,495-43.0% |
| Participation rate | 85.1% | 59.7%+25.4pp | 68.7%+16.4pp | 67.2%+17.9pp |
| Annual return | 10.33% | 81.83%-71.5pp | 133.20%-122.9pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,432 | $1,264+92.5% | $2,420+0.5% | $2,623-7.3% |
| Participant deferral / active EE | $1,977 | $3,050-35.2% | $4,411-55.2% | $4,346-54.5% |
| Admin fee / account holder | $27 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |