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 6-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 | $12,207 | $73,867-83.5% | $143,757-91.5% | $68,494-82.2% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -47.35% | 1.01%-48.4pp | -0.04%-47.3pp | -7.84%-39.5pp |
| Employer contribution / active EE | $1,908 | $3,184-40.1% | $4,951-61.5% | $2,596-26.5% |
| Participant deferral / active EE | $5,261 | $3,384+55.5% | $5,637-6.7% | $4,027+30.6% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |