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 | $10,499 | $61,605-83.0% | $112,229-90.6% | $75,163-86.0% |
| Participation rate | 85.7% | 61.7%+24.0pp | 72.4%+13.3pp | 67.2%+18.5pp |
| Annual return | -42.33% | 28.47%-70.8pp | 30.20%-72.5pp | 160.62%-202.9pp |
| Employer contribution / active EE | $4,209 | $2,015+108.8% | $3,430+22.7% | $2,670+57.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |