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 4-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 | $143,718 | $95,274+50.8% | $135,903+5.8% | $74,419+93.1% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | -0.02% | 32.77%-32.8pp | 68.23%-68.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $16,185 | $3,874+317.8% | $4,856+233.3% | $2,637+513.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |