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 | $9,510 | $52,953-82.0% | $172,739-94.5% | $65,185-85.4% |
| Participation rate | 97.0% | 66.2%+30.8pp | 82.6%+14.4pp | 70.2%+26.8pp |
| Annual return | -15.48% | 30.12%-45.6pp | 802.84%-818.3pp | 29.38%-44.9pp |
| Employer contribution / active EE | $889 | $2,190-59.4% | $5,143-82.7% | $2,177-59.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-99.9% | $13,954-100.0% | $847-99.9% |