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 | $22,441 | $84,487-73.4% | $125,339-82.1% | $66,914-66.5% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -19.85% | -8.39%-11.5pp | 572.05%-591.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,588 | $3,553-55.3% | $4,814-67.0% | $2,544-37.6% |
| Participant deferral / active EE | $3,568 | $6,781-47.4% | $7,446-52.1% | $4,237-15.8% |
| Admin fee / account holder | $248 | $685-63.8% | $10,010-97.5% | $593-58.2% |