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 7-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 | $6,033 | $64,119-90.6% | $112,228-94.6% | $66,914-91.0% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.1%+21.3pp | 69.8%+26.6pp |
| Annual return | -119.11% | -13.81%-105.3pp | 27.45%-146.6pp | 1.58%-120.7pp |
| Employer contribution / active EE | $8,578 | $3,005+185.4% | $3,635+136.0% | $2,544+237.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |