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 | $5,733 | $54,701-89.5% | $86,188-93.3% | $71,457-92.0% |
| Participation rate | 89.7% | 60.1%+29.6pp | 69.0%+20.7pp | 67.9%+21.8pp |
| Annual return | -92.75% | 20.06%-112.8pp | 1168.45%-1261.2pp | 28.85%-121.6pp |
| Employer contribution / active EE | $6,058 | $1,265+378.8% | $2,380+154.5% | $2,588+134.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |