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 6-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 | $13,528 | $56,357-76.0% | $104,294-87.0% | $68,494-80.3% |
| Participation rate | 98.8% | 63.3%+35.5pp | 73.3%+25.5pp | 67.9%+30.9pp |
| Annual return | -38.61% | -9.19%-29.4pp | 24.61%-63.2pp | -7.84%-30.8pp |
| Employer contribution / active EE | $4,048 | $1,960+106.5% | $3,372+20.1% | $2,596+55.9% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |