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 9-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 | $5,605 | $43,133-87.0% | $89,391-93.7% | $73,488-92.4% |
| Participation rate | 87.2% | 55.0%+32.2pp | 68.0%+19.2pp | 70.7%+16.5pp |
| Annual return | -25.23% | 135.66%-160.9pp | 245.62%-270.8pp | 28.51%-53.7pp |
| Employer contribution / active EE | $537 | $1,438-62.7% | $2,586-79.2% | $2,270-76.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |