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 | $10,685 | $50,666-78.9% | $76,817-86.1% | $65,185-83.6% |
| Participation rate | 93.2% | 68.8%+24.4pp | 72.1%+21.2pp | 70.2%+23.0pp |
| Annual return | -11.73% | 28.51%-40.2pp | 1166.11%-1177.8pp | 29.38%-41.1pp |
| Employer contribution / active EE | $1,483 | $1,575-5.8% | $2,302-35.6% | $2,177-31.9% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $463-98.9% | $6,420-99.9% | $847-99.4% |