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 | $23,174 | $56,443-58.9% | $83,848-72.4% | $55,725-58.4% |
| Participation rate | 95.7% | 72.0%+23.6pp | 76.1%+19.5pp | 70.9%+24.8pp |
| Annual return | -13.54% | 393.67%-407.2pp | 850.88%-864.4pp | 244.93%-258.5pp |
| Employer contribution / active EE | $897 | $2,682-66.6% | $3,631-75.3% | $2,078-56.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |