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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,149 | $62,327-90.1% | $120,354-94.9% | $74,495-91.7% |
| Participation rate | 89.6% | 56.8%+32.8pp | 71.9%+17.7pp | 67.2%+22.4pp |
| Annual return | -89.18% | 18.61%-107.8pp | 107.15%-196.3pp | 1364.94%-1454.1pp |
| Employer contribution / active EE | $3,076 | $1,843+66.9% | $3,463-11.2% | $2,623+17.3% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |