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 | $15,824 | $140,190-88.7% | $115,756-86.3% | $77,904-79.7% |
| Participation rate | 98.9% | 81.0%+17.8pp | 77.1%+21.8pp | 73.7%+25.2pp |
| Annual return | -35.59% | -13.46%-22.1pp | 143.14%-178.7pp | 12.21%-47.8pp |
| Employer contribution / active EE | $5,973 | $3,169+88.5% | $3,793+57.5% | $2,848+109.8% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |