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 7-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 | $9,916 | $39,038-74.6% | $98,755-90.0% | $86,799-88.6% |
| Participation rate | 95.7% | 68.2%+27.5pp | 65.7%+30.0pp | 72.3%+23.4pp |
| Annual return | -3.66% | 25.86%-29.5pp | 49.91%-53.6pp | 97.91%-101.6pp |
| Employer contribution / active EE | $2,138 | $1,231+73.7% | $2,067+3.4% | $2,405-11.1% |
| Participant deferral / active EE | $0 | $2,581-100.0% | $3,035-100.0% | $4,131-100.0% |
| Admin fee / account holder | $11 | $126-91.2% | $4,076-99.7% | $170-93.5% |