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 7-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 | $12,510 | $86,655-85.6% | $119,609-89.5% | $66,914-81.3% |
| Participation rate | 99.2% | 75.6%+23.6pp | 79.3%+19.9pp | 69.8%+29.3pp |
| Annual return | -18.07% | -8.00%-10.1pp | -14.97%-3.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,918 | $2,536-24.4% | $4,232-54.7% | $2,544-24.6% |
| Participant deferral / active EE | $3,030 | $4,358-30.5% | $5,602-45.9% | $4,237-28.5% |
| Admin fee / account holder | $10 | $755-98.7% | $10,323-99.9% | $593-98.3% |