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 | $133,451 | $80,177+66.4% | $123,892+7.7% | $57,658+131.5% |
| Participation rate | 98.8% | 74.4%+24.4pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | -2.68% | 17.90%-20.6pp | 47.52%-50.2pp | 5.13%-7.8pp |
| Employer contribution / active EE | $5,770 | $2,913+98.1% | $4,617+25.0% | $1,974+192.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-99.7% | $8,357-100.0% | $95-99.7% |