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 | $19,638 | $65,376-70.0% | $87,100-77.5% | $65,185-69.9% |
| Participation rate | 99.2% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+29.0pp |
| Annual return | -9.25% | 31.27%-40.5pp | 28.19%-37.4pp | 29.38%-38.6pp |
| Employer contribution / active EE | $539 | $1,822-70.4% | $2,521-78.6% | $2,177-75.2% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |