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 | $23,114 | $41,078-43.7% | $80,569-71.3% | $71,457-67.7% |
| Participation rate | 87.9% | 50.2%+37.7pp | 67.0%+20.9pp | 67.9%+20.0pp |
| Annual return | -11.58% | 38.45%-50.0pp | 935.43%-947.0pp | 28.85%-40.4pp |
| Employer contribution / active EE | $4,324 | $1,506+187.2% | $2,723+58.8% | $2,588+67.1% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |