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 | $80,665 | $54,573+47.8% | $90,951-11.3% | $73,488+9.8% |
| Participation rate | 90.2% | 61.2%+29.0pp | 69.0%+21.2pp | 70.7%+19.5pp |
| Annual return | 3.32% | 16.69%-13.4pp | 134.60%-131.3pp | 28.51%-25.2pp |
| Employer contribution / active EE | $916 | $991-7.6% | $2,122-56.8% | $2,270-59.6% |
| Participant deferral / active EE | $2,028 | $2,517-19.4% | $3,373-39.9% | $3,740-45.8% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |