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 | $2,762 | $46,360-94.0% | $147,614-98.1% | $52,331-94.7% |
| Participation rate | 98.9% | 64.9%+34.0pp | 84.6%+14.3pp | 68.1%+30.8pp |
| Annual return | -133.84% | 1.62%-135.5pp | 61.98%-195.8pp | 4.54%-138.4pp |
| Employer contribution / active EE | $5,785 | $2,126+172.1% | $5,564+4.0% | $1,882+207.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |