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 | $13,027 | $82,523-84.2% | $115,752-88.7% | $70,131-81.4% |
| Participation rate | 98.6% | 74.0%+24.6pp | 77.8%+20.8pp | 69.5%+29.0pp |
| Annual return | -30.49% | 28.22%-58.7pp | 19.41%-49.9pp | 73.14%-103.6pp |
| Employer contribution / active EE | $848 | $2,758-69.3% | $3,492-75.7% | $2,342-63.8% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |