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 | $4,126 | $68,547-94.0% | $120,354-96.6% | $80,856-94.9% |
| Participation rate | 86.6% | 61.6%+25.0pp | 71.9%+14.7pp | 67.6%+18.9pp |
| Annual return | -83.14% | 23.60%-106.7pp | 107.15%-190.3pp | 35.59%-118.7pp |
| Employer contribution / active EE | $5,393 | $2,051+162.9% | $3,463+55.7% | $2,755+95.8% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |