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 | $66,221 | $53,165+24.6% | $86,188-23.2% | $74,419-11.0% |
| Participation rate | 98.3% | 64.9%+33.5pp | 69.0%+29.4pp | 70.7%+27.6pp |
| Annual return | 0.28% | 22.64%-22.4pp | 1168.45%-1168.2pp | 34.38%-34.1pp |
| Employer contribution / active EE | $6,964 | $1,210+475.6% | $2,380+192.6% | $2,637+164.0% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $21 | $551-96.3% | $6,852-99.7% | $348-94.1% |