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 3-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 | $3,642 | $60,323-94.0% | $81,812-95.5% | $74,495-95.1% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.3%+26.9pp | 67.2%+32.1pp |
| Annual return | -230.17% | 16.90%-247.1pp | 773.79%-1004.0pp | 1364.94%-1595.1pp |
| Employer contribution / active EE | $9,759 | $2,620+272.5% | $2,912+235.1% | $2,623+272.1% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |