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 | $1,033 | $52,293-98.0% | $178,490-99.4% | $73,409-98.6% |
| Participation rate | 91.9% | 65.3%+26.5pp | 81.9%+9.9pp | 72.2%+19.7pp |
| Annual return | -77.47% | 34.75%-112.2pp | 151.07%-228.5pp | 59.29%-136.8pp |
| Employer contribution / active EE | $1,329 | $1,735-23.4% | $5,011-73.5% | $2,234-40.5% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |