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 | $737 | $56,485-98.7% | $185,823-99.6% | $86,799-99.2% |
| Participation rate | 90.6% | 65.5%+25.1pp | 81.7%+8.9pp | 72.3%+18.3pp |
| Annual return | -103.16% | 118.04%-221.2pp | 122.05%-225.2pp | 97.91%-201.1pp |
| Employer contribution / active EE | $1,826 | $1,843-0.9% | $5,167-64.7% | $2,405-24.1% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |