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 9-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 | $6,006 | $88,324-93.2% | $115,037-94.8% | $55,191-89.1% |
| Participation rate | 99.2% | 72.5%+26.6pp | 81.4%+17.8pp | 69.2%+30.0pp |
| Annual return | -33.48% | 6.30%-39.8pp | 26.14%-59.6pp | 10.78%-44.3pp |
| Employer contribution / active EE | $2,413 | $2,805-14.0% | $4,608-47.6% | $1,899+27.1% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |