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 | $131,190 | $79,519+65.0% | $95,952+36.7% | $73,409+78.7% |
| Participation rate | 99.8% | 81.2%+18.6pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | -3.23% | 19.20%-22.4pp | 91.61%-94.8pp | 59.29%-62.5pp |
| Employer contribution / active EE | $4,437 | $2,048+116.7% | $2,541+74.6% | $2,234+98.6% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |