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 | $178,660 | $89,753+99.1% | $107,525+66.2% | $84,808+110.7% |
| Participation rate | 98.0% | 68.1%+30.0pp | 75.1%+23.0pp | 68.3%+29.7pp |
| Annual return | 12.06% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.8pp |
| Employer contribution / active EE | $27,005 | $3,113+767.4% | $3,754+619.5% | $2,631+926.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |