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 | $29,106 | $53,165-45.3% | $86,188-66.2% | $74,419-60.9% |
| Participation rate | 98.2% | 64.9%+33.4pp | 69.0%+29.3pp | 70.7%+27.5pp |
| Annual return | -9.58% | 22.64%-32.2pp | 1168.45%-1178.0pp | 34.38%-44.0pp |
| Employer contribution / active EE | $2,329 | $1,210+92.5% | $2,380-2.1% | $2,637-11.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |