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 8-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 | $116,448 | $92,971+25.3% | $96,683+20.4% | $74,419+56.5% |
| Participation rate | 85.3% | 71.5%+13.8pp | 74.3%+11.0pp | 70.7%+14.6pp |
| Annual return | -12.69% | 37.49%-50.2pp | 35.69%-48.4pp | 34.38%-47.1pp |
| Employer contribution / active EE | $2,778 | $3,426-18.9% | $3,737-25.7% | $2,637+5.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |