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 | $13,568 | $58,264-76.7% | $86,612-84.3% | $71,457-81.0% |
| Participation rate | 79.8% | 65.0%+14.8pp | 71.7%+8.1pp | 67.9%+11.9pp |
| Annual return | -105.73% | 21.63%-127.4pp | 591.07%-696.8pp | 28.85%-134.6pp |
| Employer contribution / active EE | $20,765 | $2,574+706.7% | $3,022+587.0% | $2,588+702.5% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |