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 | $224,418 | $80,968+177.2% | $96,544+132.5% | $75,163+198.6% |
| Participation rate | 91.3% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.1pp |
| Annual return | -15.81% | 27.06%-42.9pp | 25.84%-41.7pp | 160.62%-176.4pp |
| Employer contribution / active EE | $9,758 | $2,282+327.7% | $2,965+229.1% | $2,670+265.5% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |