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 6-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 | $3,673 | $49,451-92.6% | $79,550-95.4% | $66,914-94.5% |
| Participation rate | 88.3% | 61.3%+27.0pp | 69.5%+18.8pp | 69.8%+18.5pp |
| Annual return | -125.31% | 84.25%-209.6pp | 0.16%-125.5pp | 1.58%-126.9pp |
| Employer contribution / active EE | $6,020 | $1,266+375.7% | $2,413+149.5% | $2,544+136.6% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |