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 | $45,503 | $51,466-11.6% | $78,778-42.2% | $62,292-27.0% |
| Participation rate | 99.2% | 59.8%+39.4pp | 69.2%+30.0pp | 69.5%+29.7pp |
| Annual return | 9.86% | 19.96%-10.1pp | 35.62%-25.8pp | 28.90%-19.0pp |
| Employer contribution / active EE | $6,971 | $827+742.6% | $1,986+251.1% | $2,042+241.3% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |