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 | $36,263 | $88,083-58.8% | $164,813-78.0% | $74,495-51.3% |
| Participation rate | 99.4% | 73.0%+26.4pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 2.28% | 17.26%-15.0pp | 69.93%-67.6pp | 1364.94%-1362.7pp |
| Employer contribution / active EE | $4,216 | $2,593+62.6% | $4,341-2.9% | $2,623+60.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $68 | $2,234-97.0% | $12,690-99.5% | $1,942-96.5% |