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 | $36,472 | $50,175-27.3% | $99,443-63.3% | $65,185-44.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | -6.19% | 25.36%-31.5pp | 30.72%-36.9pp | 29.38%-35.6pp |
| Employer contribution / active EE | $4,758 | $1,496+218.1% | $2,540+87.3% | $2,177+118.6% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $6,250-100.0% | $847-100.0% |