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 3-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 | $56,182 | $100,923-44.3% | $150,045-62.6% | $74,304-24.4% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.1pp | 60.3%+37.1pp |
| Annual return | -57.54% | 51.77%-109.3pp | 62.55%-120.1pp | 29.43%-87.0pp |
| Employer contribution / active EE | $8,636 | $3,463+149.4% | $4,693+84.0% | $2,241+285.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |