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 | $130,656 | $100,801+29.6% | $149,696-12.7% | $73,409+78.0% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.5%+16.6pp | 72.2%+27.0pp |
| Annual return | 6.22% | 265.34%-259.1pp | 276.60%-270.4pp | 59.29%-53.1pp |
| Employer contribution / active EE | $4,242 | $3,312+28.1% | $4,644-8.7% | $2,234+89.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |