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 4-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 | $5,873 | $66,098-91.1% | $101,794-94.2% | $74,304-92.1% |
| Participation rate | 91.2% | 53.8%+37.4pp | 69.2%+22.0pp | 60.3%+30.9pp |
| Annual return | -45.04% | 19.59%-64.6pp | 30.53%-75.6pp | 29.43%-74.5pp |
| Employer contribution / active EE | $2,600 | $1,082+140.4% | $2,289+13.6% | $2,241+16.0% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |