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 | $83,791 | $100,923-17.0% | $150,045-44.2% | $74,304+12.8% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.3%-11.4pp | 60.3%+10.6pp |
| Annual return | 13.07% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,581 | $3,463-54.3% | $4,693-66.3% | $2,241-29.5% |
| Participant deferral / active EE | $4,279 | $6,709-36.2% | $7,997-46.5% | $3,767+13.6% |
| Admin fee / account holder | $38 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |