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 | $2,832 | $41,078-93.1% | $80,569-96.5% | $71,457-96.0% |
| Participation rate | 97.0% | 50.2%+46.8pp | 67.0%+30.0pp | 67.9%+29.1pp |
| Annual return | -2.03% | 38.45%-40.5pp | 935.43%-937.5pp | 28.85%-30.9pp |
| Employer contribution / active EE | $1,039 | $1,506-31.0% | $2,723-61.9% | $2,588-59.9% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $86 | $1,840-95.3% | $5,377-98.4% | $1,587-94.6% |