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 3-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 | $5,731 | $44,897-87.2% | $84,966-93.3% | $199,593-97.1% |
| Participation rate | 87.0% | 45.7%+41.2pp | 67.5%+19.5pp | 72.0%+15.0pp |
| Annual return | -56.31% | 20.96%-77.3pp | 66.38%-122.7pp | 34.25%-90.6pp |
| Employer contribution / active EE | $1,305 | $1,365-4.4% | $2,727-52.2% | $3,034-57.0% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |