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 5-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 | $2,147 | $48,750-95.6% | $88,946-97.6% | $74,304-97.1% |
| Participation rate | 95.2% | 44.5%+50.7pp | 68.8%+26.3pp | 60.3%+34.8pp |
| Annual return | -5.72% | 25.91%-31.6pp | 57.82%-63.5pp | 29.43%-35.2pp |
| Employer contribution / active EE | $235 | $1,255-81.3% | $2,555-90.8% | $2,241-89.5% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,756-100.0% | $8,261-100.0% | $2,969-100.0% |