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 4-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 | $15,137 | $99,078-84.7% | $96,544-84.3% | $74,419-79.7% |
| Participation rate | 99.6% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | -24.02% | 22.48%-46.5pp | 25.84%-49.9pp | 34.38%-58.4pp |
| Employer contribution / active EE | $4,712 | $2,570+83.3% | $2,965+58.9% | $2,637+78.7% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |