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 7-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 | $115,122 | $72,277+59.3% | $101,248+13.7% | $79,858+44.2% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -57.68% | 22.30%-80.0pp | 46.47%-104.2pp | 31.71%-89.4pp |
| Employer contribution / active EE | $80,139 | $2,692+2877.4% | $3,660+2089.9% | $2,471+3143.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |