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 | $80,165 | $64,119+25.0% | $112,228-28.6% | $66,914+19.8% |
| Participation rate | 78.2% | 68.5%+9.7pp | 75.1%+3.1pp | 69.8%+8.4pp |
| Annual return | -19.00% | -13.81%-5.2pp | 27.45%-46.5pp | 1.58%-20.6pp |
| Employer contribution / active EE | $835 | $3,005-72.2% | $3,635-77.0% | $2,544-67.2% |
| Participant deferral / active EE | $4,323 | $3,693+17.1% | $4,728-8.6% | $4,237+2.0% |
| Admin fee / account holder | $17 | $625-97.2% | $6,410-99.7% | $593-97.1% |