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 | $17,702 | $101,317-82.5% | $146,958-88.0% | $74,495-76.2% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | -33.51% | 8730.91%-8764.4pp | 418.34%-451.9pp | 1364.94%-1398.5pp |
| Employer contribution / active EE | $5,318 | $3,810+39.6% | $4,933+7.8% | $2,623+102.7% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |