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 | $13,274 | $71,516-81.4% | $98,439-86.5% | $71,457-81.4% |
| Participation rate | 98.1% | 72.7%+25.4pp | 75.2%+22.9pp | 67.9%+30.2pp |
| Annual return | -29.57% | 32.41%-62.0pp | 21.16%-50.7pp | 28.85%-58.4pp |
| Employer contribution / active EE | $1,727 | $2,399-28.0% | $3,048-43.3% | $2,588-33.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |