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 | $36,588 | $130,194-71.9% | $169,993-78.5% | $71,457-48.8% |
| Participation rate | 98.4% | 86.1%+12.2pp | 87.0%+11.4pp | 67.9%+30.4pp |
| Annual return | -7.73% | 20.37%-28.1pp | 53.37%-61.1pp | 28.85%-36.6pp |
| Employer contribution / active EE | $2,641 | $4,381-39.7% | $6,785-61.1% | $2,588+2.1% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |