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 10-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 | $24,289 | $27,839-12.7% | $58,482-58.5% | $71,457-66.0% |
| Participation rate | 98.7% | 34.5%+64.2pp | 50.9%+47.9pp | 67.9%+30.8pp |
| Annual return | 2.81% | 26.81%-24.0pp | 4239.32%-4236.5pp | 28.85%-26.0pp |
| Employer contribution / active EE | $1,803 | $631+185.8% | $1,053+71.1% | $2,588-30.3% |
| Participant deferral / active EE | $0 | $1,206-100.0% | $1,924-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |