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 | $5,035 | $42,582-88.2% | $171,082-97.1% | $57,658-91.3% |
| Participation rate | 83.4% | 63.9%+19.5pp | 76.7%+6.7pp | 70.2%+13.1pp |
| Annual return | -53.22% | 308.67%-361.9pp | 32.56%-85.8pp | 5.13%-58.3pp |
| Employer contribution / active EE | $3,364 | $1,306+157.6% | $4,002-15.9% | $1,974+70.4% |
| Participant deferral / active EE | $0 | $2,933-100.0% | $4,797-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $8,520-100.0% | $95-100.0% |