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 | $13,860 | $136,853-89.9% | $130,231-89.4% | $80,160-82.7% |
| Participation rate | 99.1% | 81.6%+17.4pp | 76.3%+22.8pp | 72.9%+26.2pp |
| Annual return | -32.09% | 22.66%-54.8pp | 38.77%-70.9pp | 40.38%-72.5pp |
| Employer contribution / active EE | $6,242 | $3,395+83.9% | $4,126+51.3% | $2,978+109.6% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,799-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,020-100.0% | $145-100.0% |