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 | $4,815 | $72,607-93.4% | $90,749-94.7% | $66,914-92.8% |
| Participation rate | 82.6% | 73.7%+8.9pp | 75.7%+6.9pp | 69.8%+12.8pp |
| Annual return | -112.83% | -12.28%-100.6pp | -12.16%-100.7pp | 1.58%-114.4pp |
| Employer contribution / active EE | $5,857 | $2,369+147.3% | $2,921+100.5% | $2,544+130.2% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $707-99.9% | $8,445-100.0% | $593-99.9% |