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 | $15,202 | $44,960-66.2% | $84,966-82.1% | $74,495-79.6% |
| Participation rate | 84.0% | 49.4%+34.7pp | 67.5%+16.5pp | 67.2%+16.8pp |
| Annual return | -24.30% | 26.24%-50.5pp | 66.38%-90.7pp | 1364.94%-1389.2pp |
| Employer contribution / active EE | $2,623 | $1,457+80.0% | $2,727-3.8% | $2,6230% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |