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 | $3,465 | $130,141-97.3% | $86,677-96.0% | $77,904-95.6% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -47.30% | -12.75%-34.6pp | 35.91%-83.2pp | 12.21%-59.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |