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 | $4,462 | $81,474-94.5% | $133,956-96.7% | $73,488-93.9% |
| Participation rate | 94.6% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.9pp |
| Annual return | -120.16% | 19.40%-139.6pp | 45.09%-165.2pp | 28.51%-148.7pp |
| Employer contribution / active EE | $22,076 | $2,209+899.2% | $3,919+463.4% | $2,270+872.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |