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 | $78,969 | $51,466+53.4% | $78,778+0.2% | $62,292+26.8% |
| Participation rate | 89.8% | 59.8%+30.1pp | 69.2%+20.7pp | 69.5%+20.3pp |
| Annual return | 3.68% | 19.96%-16.3pp | 35.62%-31.9pp | 28.90%-25.2pp |
| Employer contribution / active EE | $543 | $827-34.3% | $1,986-72.6% | $2,042-73.4% |
| Participant deferral / active EE | $2,004 | $2,147-6.7% | $2,958-32.3% | $3,169-36.8% |
| Admin fee / account holder | $1 | $489-99.9% | $5,134-100.0% | $479-99.9% |