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 | $6,278 | $38,833-83.8% | $78,778-92.0% | $77,958-91.9% |
| Participation rate | 99.9% | 60.9%+39.0pp | 69.2%+30.7pp | 71.6%+28.3pp |
| Annual return | -7.60% | 20.31%-27.9pp | 35.62%-43.2pp | 20.87%-28.5pp |
| Employer contribution / active EE | $720 | $840-14.3% | $1,986-63.8% | $2,310-68.8% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |