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 | $10,264 | $63,299-83.8% | $91,001-88.7% | $62,292-83.5% |
| Participation rate | 96.7% | 73.3%+23.4pp | 75.6%+21.1pp | 69.5%+27.2pp |
| Annual return | -11.51% | 20.99%-32.5pp | 4.60%-16.1pp | 28.90%-40.4pp |
| Employer contribution / active EE | $969 | $1,807-46.4% | $2,456-60.6% | $2,042-52.6% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |