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 | $108,664 | $67,984+59.8% | $65,493+65.9% | $74,304+46.2% |
| Participation rate | 84.8% | 66.3%+18.4pp | 73.1%+11.7pp | 60.3%+24.4pp |
| Annual return | 9.24% | 19.87%-10.6pp | 982.45%-973.2pp | 29.43%-20.2pp |
| Employer contribution / active EE | $872 | $2,491-65.0% | $2,574-66.1% | $2,241-61.1% |
| Participant deferral / active EE | $2,600 | $3,346-22.3% | $3,961-34.4% | $3,767-31.0% |
| Admin fee / account holder | $43 | $1,373-96.9% | $5,028-99.2% | $2,969-98.6% |