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 7-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 | $10,970 | $63,114-82.6% | $92,893-88.2% | $65,185-83.2% |
| Participation rate | 81.7% | 68.8%+12.9pp | 76.0%+5.7pp | 70.2%+11.5pp |
| Annual return | -77.11% | 28.75%-105.9pp | 109.41%-186.5pp | 29.38%-106.5pp |
| Employer contribution / active EE | $6,162 | $2,571+139.7% | $3,653+68.7% | $2,177+183.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |