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 | $1,613 | $55,453-97.1% | $170,442-99.1% | $62,292-97.4% |
| Participation rate | 96.5% | 66.4%+30.1pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | -264.84% | 21.38%-286.2pp | 205.93%-470.8pp | 28.90%-293.7pp |
| Employer contribution / active EE | $4,422 | $2,164+104.4% | $5,433-18.6% | $2,042+116.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |