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 4-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 | $29,484 | $64,119-54.0% | $112,228-73.7% | $66,914-55.9% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.1%+23.6pp | 69.8%+28.8pp |
| Annual return | -26.86% | -13.81%-13.1pp | 27.45%-54.3pp | 1.58%-28.4pp |
| Employer contribution / active EE | $5,347 | $3,005+77.9% | $3,635+47.1% | $2,544+110.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2 | $625-99.7% | $6,410-100.0% | $593-99.7% |