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 9-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 | $145,816 | $69,477+109.9% | $94,646+54.1% | $71,457+104.1% |
| Participation rate | 99.3% | 78.4%+20.9pp | 80.8%+18.5pp | 67.9%+31.4pp |
| Annual return | -0.86% | 29.66%-30.5pp | 156.71%-157.6pp | 28.85%-29.7pp |
| Employer contribution / active EE | $13,132 | $2,853+360.3% | $3,672+257.6% | $2,588+407.5% |
| Participant deferral / active EE | $0 | $7,345-100.0% | $7,418-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,210-100.0% | $7,231-100.0% | $1,587-100.0% |