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 | $43,933 | $74,347-40.9% | $93,606-53.1% | $67,579-35.0% |
| Participation rate | 99.7% | 80.6%+19.1pp | 75.8%+23.9pp | 71.3%+28.4pp |
| Annual return | -2.84% | 28.07%-30.9pp | 32.76%-35.6pp | 378.56%-381.4pp |
| Employer contribution / active EE | $6,114 | $2,583+136.7% | $2,718+125.0% | $2,148+184.7% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |