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 | $66,487 | $79,013-15.9% | $100,391-33.8% | $74,495-10.7% |
| Participation rate | 99.4% | 79.5%+19.9pp | 81.5%+17.9pp | 67.2%+32.2pp |
| Annual return | -58.43% | 20.41%-78.8pp | 49.20%-107.6pp | 1364.94%-1423.4pp |
| Employer contribution / active EE | $12,619 | $3,021+317.7% | $3,942+220.1% | $2,623+381.1% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,320-100.0% | $7,899-100.0% | $1,942-100.0% |