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 | $77,298 | $91,407-15.4% | $135,903-43.1% | $71,457+8.2% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.7pp | 67.9%+30.6pp |
| Annual return | 14.82% | 29.90%-15.1pp | 68.23%-53.4pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,647 | $3,703-28.5% | $4,856-45.5% | $2,588+2.3% |
| Participant deferral / active EE | $4,118 | $7,092-41.9% | $7,758-46.9% | $4,289-4.0% |
| Admin fee / account holder | $13 | $1,266-99.0% | $10,762-99.9% | $1,587-99.2% |