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 | $68,395 | $44,734+52.9% | $99,443-31.2% | $67,579+1.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.8%+26.2pp | 71.3%+28.7pp |
| Annual return | 16.71% | 32.45%-15.7pp | 30.72%-14.0pp | 378.56%-361.9pp |
| Employer contribution / active EE | $2,396 | $1,261+90.0% | $2,540-5.7% | $2,148+11.5% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $3,619-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $120-99.9% | $6,250-100.0% | $142-99.9% |