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 | $83,202 | $49,138+69.3% | $84,015-1.0% | $65,185+27.6% |
| Participation rate | 93.6% | 60.7%+32.8pp | 69.0%+24.6pp | 70.2%+23.4pp |
| Annual return | 3.41% | 23.00%-19.6pp | 71.31%-67.9pp | 29.38%-26.0pp |
| Employer contribution / active EE | $743 | $914-18.7% | $1,983-62.5% | $2,177-65.9% |
| Participant deferral / active EE | $1,887 | $2,397-21.3% | $3,239-41.7% | $3,514-46.3% |
| Admin fee / account holder | $2 | $543-99.5% | $6,101-100.0% | $847-99.7% |