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 | $7,220 | $48,046-85.0% | $84,611-91.5% | $72,985-90.1% |
| Participation rate | 94.2% | 57.6%+36.6pp | 68.2%+26.0pp | 69.5%+24.7pp |
| Annual return | -4.63% | 37.38%-42.0pp | 258.74%-263.4pp | 81.00%-85.6pp |
| Employer contribution / active EE | $1,228 | $1,602-23.3% | $2,652-53.7% | $2,440-49.7% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8 | $3,395-99.8% | $4,912-99.8% | $5,124-99.8% |