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 | $13,995 | $130,267-89.3% | $145,661-90.4% | $102,872-86.4% |
| Participation rate | 99.2% | 83.3%+15.9pp | 77.2%+22.0pp | 73.0%+26.2pp |
| Annual return | -21.10% | 17.79%-38.9pp | 101.46%-122.6pp | 19.06%-40.2pp |
| Employer contribution / active EE | $5,853 | $4,061+44.1% | $4,238+38.1% | $3,526+66.0% |
| Participant deferral / active EE | $0 | $6,550-100.0% | $7,198-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $12,466-100.0% | $292-100.0% |