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 | $12,844 | $50,464-74.5% | $75,781-83.1% | $52,331-75.5% |
| Participation rate | 98.2% | 66.8%+31.4pp | 75.8%+22.4pp | 68.1%+30.1pp |
| Annual return | -100.91% | 1.03%-101.9pp | 9.68%-110.6pp | 4.54%-105.4pp |
| Employer contribution / active EE | $14,784 | $1,988+643.5% | $3,323+344.9% | $1,882+685.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |