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 | $40,363 | $62,127-35.0% | $81,382-50.4% | $74,495-45.8% |
| Participation rate | 93.5% | 64.0%+29.5pp | 69.5%+24.1pp | 67.2%+26.3pp |
| Annual return | -23.96% | 16.48%-40.4pp | 24.73%-48.7pp | 1364.94%-1388.9pp |
| Employer contribution / active EE | $6,904 | $1,882+266.8% | $2,463+180.3% | $2,623+163.2% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |