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 | $174 | $31,370-99.4% | $74,583-99.8% | $63,975-99.7% |
| Participation rate | 85.9% | 42.6%+43.4pp | 68.1%+17.8pp | 71.1%+14.8pp |
| Annual return | -31378.99% | -105.16%-31273.8pp | 20.47%-31399.5pp | 48.65%-31427.6pp |
| Employer contribution / active EE | $1,292 | $822+57.2% | $2,525-48.8% | $2,182-40.8% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |