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 | $18,218 | $58,083-68.6% | $80,019-77.2% | $56,287-67.6% |
| Participation rate | 96.9% | 73.6%+23.3pp | 75.8%+21.0pp | 69.9%+27.0pp |
| Annual return | -71.85% | 34.61%-106.5pp | 11.22%-83.1pp | -9.96%-61.9pp |
| Employer contribution / active EE | $13,736 | $1,932+611.0% | $2,468+456.6% | $2,111+550.7% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |