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 5-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 | $13,694 | $64,119-78.6% | $112,228-87.8% | $66,914-79.5% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.1%+21.4pp | 69.8%+26.6pp |
| Annual return | -93.80% | -13.81%-80.0pp | 27.45%-121.2pp | 1.58%-95.4pp |
| Employer contribution / active EE | $15,489 | $3,005+415.4% | $3,635+326.2% | $2,544+508.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |