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 | $52,333 | $55,416-5.6% | $75,972-31.1% | $77,643-32.6% |
| Participation rate | 99.1% | 63.6%+35.5pp | 69.1%+30.0pp | 70.6%+28.5pp |
| Annual return | 0.72% | 17.07%-16.4pp | 359.55%-358.8pp | 31.24%-30.5pp |
| Employer contribution / active EE | $4,220 | $1,788+136.1% | $2,685+57.2% | $2,726+54.8% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $414-99.9% | $6,467-100.0% | $430-99.9% |